<ol> <li>The greatest transfer of wealth in American history, approximately $84 trillion, has begun and will peak in the 2030s.</li> <li>Gen X will begin retiring next decade, just as Social Security and Medicare will likely need substantial reforms.</li> <li>A significant number of today's financial advisors will be exiting the business in the next ten years. </li> </ol>

The greatest transfer of wealth in American history, approximately $84 trillion, has begun and will peak in the 2030s. Gen X will begin retiring next decade, just as Social Security and Medicare will likely need substantial reforms. A significant number of today's financial advisors will be exiting the business in the next ten years.

Episode 40: January 1, 2030: The Big Bang of Retirement Planning

Jim Freeman provides you with insight on finances and retirement lifestyles.

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Episode 40: January 1, 2030: The Big Bang of Retirement Planning

Episode 40: January 1, 2030: The Big Bang of Retirement Planning