Episode Notes

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Summary

Much of today’s retirement advice is based on assumptions that no longer apply. Longer lifespans, fewer pensions, rising healthcare costs, and changing work patterns require a new way of thinking.

In this episode, Eric shares nine reasons retirement advice may be outdated and what actually matters when planning for the next phase of life.

Key Takeaways

• • Retirement now spans decades, not years
  • Longevity and healthcare costs reshape planning
  • Employers no longer manage retirement outcomes
  • Retirement is often phased, not a clean break
  • Income flexibility matters more than income level
  • Interest rates and inflation have changed the math
  • Technology affects how time is spent
  • Community must be built intentionally
  • Retirement is a beginning, not an ending

Connect

Phone: 1-800-878-7152

Website: oeswealthpartners.com

Disclosure

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.