Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z. 

Here’s some of what we discuss in this episode:

0:00 – Intro 

2:41 – Balancing retirement savings with other goals 

5:57 – Preparing for potential changes to Social Security 

9:39 – Life insurance as a tool for retirement planning

12:43 – Prioritizing between needs and wants + tools to keep on track



Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it&apos;s more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z.  Here’s some of what we discuss in this episode:0:00 – Intro 2:41 – Balancing retirement savings with other goals 5:57 – Preparing for potential changes to Social Security 9:39 – Life insurance as a tool for retirement planning12:43 – Prioritizing between needs and wants + tools to keep on track Get your Retirement Transition Success Kit: <a href='https://www.tag-pa.com/tv'>https://www.tag-pa.com/tv</a> Schedule an appointment: <a href='https://www.tag-pa.com/contact'>https://www.tag-pa.com/contact</a> Find us on YouTube: <a href='https://bit.ly/3SLNt4Z'>https://bit.ly/3SLNt4Z</a>

Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.

Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.

TAG Talks: Charting Your Retirement Journey with June Horne

Retirement Questions That Millennials and Gen Z Are Asking

June Horne walks co-host Doug Turnbull and listeners through how her and her Transition Advisor Group team help plan someone’s retirement strategy. She explains what annuities are and how drawing from those and other retirement accounts interface with different tax laws. June also introduces her family and other team members at the firm.

June Horne walks co-host Doug Turnbull and listeners through how her and her Transition Advisor Group team help plan someone’s retirement strategy. She explains what annuities are and how drawing from those and other retirement accounts interface with different tax laws. June also introduces her family and other team members at the firm.

Do I Have Enough Money to Retire?

June Horne, founder, president, and CEO of Transition Advisor Group, joins co-host Doug Turnbull to explain how she guides clients through their concerns about the pending elections and why her experience is needed in such seemingly volatile times. June, in the wake of Hurricane Helene, also briefly discusses helping retirees walk through unexpected life events.

June Horne, founder, president, and CEO of Transition Advisor Group, joins co-host Doug Turnbull to explain how she guides clients through their concerns about the pending elections and why her experience is needed in such seemingly volatile times. June, in the wake of Hurricane Helene, also briefly discusses helping retirees walk through unexpected life events.

The Election and Strategies on Retirement

June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more. 

If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!

Here’s some of what we discuss in this episode:

0:00 – Intro 

1:37 – Life insurance in retirement planning

5:56 – The retirement planning sweet spot

10:09 – Finding the right strategy for you



Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

June is back to continue discussing Ed Slott’s latest book, <a href='https://irahelp.com/timebomb'>The Retirement Savings Time Bomb Ticks Louder.</a>  One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more.  If you&apos;re ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help! Here’s some of what we discuss in this episode:0:00 – Intro 1:37 – Life insurance in retirement planning5:56 – The retirement planning sweet spot10:09 – Finding the right strategy for you Get your Retirement Transition Success Kit: <a href='https://www.tag-pa.com/tv'>https://www.tag-pa.com/tv</a> Schedule an appointment: <a href='https://www.tag-pa.com/contact'>https://www.tag-pa.com/contact</a> Find us on YouTube: <a href='https://bit.ly/3SLNt4Z'>https://bit.ly/3SLNt4Z</a>

Retirement Questions That Millennials and Gen Z Are Asking

TAG Talks: Charting Your Retirement Journey with June Horne

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TAG Talks: Charting Your Retirement Journey with June Horne

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