Take Back Retirement

69: New Survey Illuminates Retirement Confidence and Planning by Gender and Generation


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What if you discovered that the typical American is on track to have only 78% of the income needed for retirement expenses? Brace yourself, because that's exactly what our hosts Stephanie McCullough and Kevin Gaines are about to unpack.

Talking about retirement planning can be daunting, but it's never too late to start. Our hosts share some fascinating findings from a recent survey, like men's overconfidence in investing, despite women scoring higher in financial literacy! They also reveal the intriguing confidence levels across different generations. Whether you're a baby boomer, a Gen-Xer, or an older millennial, you'll find insights to help you plan better and invest smarter.

Stick around as our hosts dive into the various approaches to retirement planning. They're going to explore everything from catch-up provisions and reducing expenses to planning for a long life. Plus, the importance of seeking professional advice when investing for retirement cannot be overstated. So buckle up as Stephanie and Kevin venture through these crucial topics, equipping you with the knowledge and motivation required to secure your retirement with confidence. Get ready to redefine retirement on your terms!

Key Topics:

  • The Importance of Knowing Your Financial Situation (03:09)
  • Don't Get Hung Up on Perfection (06:12)
  • Men Are More Confident Than Women About Investing Despite Women's Higher Financial Literacy (07:24)
  • How Optimistic Are You About The Future and Your Retirement? (11:28)
  • Planning Creates Power and Leads to Purpose (17:00)
  • Making Money in Retirement (19:41)
  • Investing More Conservatively for Retirement (is it the right move?) (23:29)

Resources:

  • Take Back Retirement Episode 62: What Women Need to Know About Longevity
  • Fidelity Research: America's Retirement Preparedness Level Declines Amid Continued Volatility

If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected]

You can find the transcript and more information about this episode at www.takebackretirement.com.

Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.

Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

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Take Back RetirementBy Stephanie McCullough & Kevin Gaines

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