Smart Wealth and Retirement

Are you on-track for your retirement? Learn how you stack up against your peers.


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In this episode of the podcast, host Jim Martin is joined by all-star advisor Casey Bibb for a discussion on eye-opening and somewhat frightening statistics concerning retirement savings, recorded right before Halloween but released after. The conversation delves into how many workers have under $200,000 saved for retirement and the looming fears many might face. Casey and Jim explore reasons behind these trends, the importance of working with a financial advisor, and actionable strategies if you're behind on savings. They specifically address how these issues affect Gen Xers, Baby Boomers, and single women more acutely. Whether you find yourself anxious about retirement or confident but looking to stay informed, this episode covers the need to plan well to retire happy.

 

http://retiresmartscore.com <- Get your retirement score!

http://retirewithmartin.com/ <- Learn about working with Jim

www.planwellretirehappy.com

 

00:00 Welcome to the Podcast
00:48 Introducing Casey Bibb
02:01 Scary Retirement Statistics
03:32 The Reality of Retirement Savings
05:41 Facing Retirement Shortfalls
08:38 The Importance of Financial Planning
13:39 Challenges for Single Female Workers
14:04 Understanding Retirement Risks for Single Women
14:57 Challenges Women Face in Career and Retirement
17:49 The Retirement Crisis in America
19:34 The Importance of Saving and Financial Planning
21:55 Generation X and Retirement Concerns
25:04 Engaging Financial Advisors for Better Retirement Planning
27:46 Conclusion and Final Thoughts
 
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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Smart Wealth and RetirementBy Jim Martin & Casey Bibb

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