Have you ever wondered how your retirement preparations compare with others?

Short video recap: https://youtu.be/mNYvWKgO3MM

This is a common question that we hear as financial advisors. On this episode, we’ll take a look at data from a recent study about the 4 types of retirement journeys that people take. You’ll also hear about the risks and opportunities that stem from these 4 retirement paths. 

People’s circumstances, attitudes, and ambitions can greatly affect their retirement experience. So, if you are on the cusp of retirement you may be wondering what type of retirement you will have. You can think of retirement as a Choose Your Own Adventure book. Each path has its own opportunities and lessons to learn. Which retirement adventure will you choose?

Outline of This Episode

• [2:01] Retirement is like a Choose Your Own Adventure book
• [3:13] The regretful strugglers
• [7:34] Challenged yet hopeful
• [11:34] Relaxed traditionalists
• [16:19] The purposeful pathfinders
• [21:41] Choose your own progress principle

Resources & People Mentioned

• Episode 160 - Retirement Trends You Should Know About
• Episode 105 - Retirement Regrets
• Episode 104 - An IRMAA Appeal Can Save You Thousands in Medicare Premiums
• YouTube video - How to Execute a Roth Conversion
• Schitt’s Creek
• Seinfeld
• The Intern
• BOOK - 30 Lessons for Living by Karl Pillemer

Connect With Chad and Allison

• https://www.financialsymmetry.com/podcast-archive/ 
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

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