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May 2, 2024 22 mins

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Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that Generation X faces as they approach their golden years.

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

0:00 – Intro 

2:20 – Figuring out how much you’ll need in retirement

5:24 – Knowing if you’re on track with your financial goals

8:37 – Getting caught up if you started saving late

11:12 – Balancing saving for retirement with other financial goals

15:25 – Building a strategy for retiring early

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