• Meet Mr and MS A. Boomer

  • Nov 15 2024
  • Length: 49 mins
  • Podcast

Meet Mr and MS A. Boomer

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  • Summary

  • The conversation explores the significant changes in retirement planning over the past two decades, focusing on the shift from defined benefit plans to defined contribution plans, the rise of health savings accounts, the importance of estate planning, and the various types of annuities available. The hosts emphasize the need for individuals to take responsibility for their retirement savings and the importance of understanding financial products to make informed decisions. The discussion highlights real-life examples of families facing challenges due to lack of planning, and the emotional toll it can take on relationships. Nolan advocates for accessible estate planning for everyone, regardless of wealth, and encourages listeners to take proactive steps to secure their family's future.

    Reach out to Chris or Jon at 602-497-1322 or https://www.prospectwealthadvisors.com/

    See omnystudio.com/listener for privacy information.
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