Despite the urgency of the times, only 40% of GenXers are working with financial advisors. Kevin sheds light on the reasons behind this disconnect and emphasizes the significant advantages of collaborating with an advisor, citing a proven 3% or more average return.
In a world where DIY approaches are prevalent, Kevin underscores the importance of professional guidance and the potential pitfalls of relying solely on market performance. Uncover the secrets of building a resilient retirement plan, diversifying income streams, and mitigating risks. Whether you're a GenXer contemplating retirement or seeking to optimize your financial strategy, this episode provides valuable insights and actionable advice.