
Sign up to save your podcasts
Or


What are Americans really concerned about when it comes to retirement? In this episode, we unpack the results of an insightful survey from Financial Advisor Magazine, which was completed by over 400 financial advisors. We’ll also compare these answers with the real-world concerns we hear every day from the clients in our own practice.
Here’s some of what we discuss in this episode:
💸 Outliving Your Money – Still the #1 concern for retirees
📈 Wealth Building vs. Income Planning
📉 Market Risk in Retirement
🏥 Healthcare Costs – A hidden challenge for early retirees
Get in touch with the Peterson Financial team: https://petersonfg.com/
By Eric Peterson5
55 ratings
What are Americans really concerned about when it comes to retirement? In this episode, we unpack the results of an insightful survey from Financial Advisor Magazine, which was completed by over 400 financial advisors. We’ll also compare these answers with the real-world concerns we hear every day from the clients in our own practice.
Here’s some of what we discuss in this episode:
💸 Outliving Your Money – Still the #1 concern for retirees
📈 Wealth Building vs. Income Planning
📉 Market Risk in Retirement
🏥 Healthcare Costs – A hidden challenge for early retirees
Get in touch with the Peterson Financial team: https://petersonfg.com/

853 Listeners

444 Listeners

810 Listeners

1,333 Listeners

536 Listeners

750 Listeners

548 Listeners

700 Listeners

197 Listeners

582 Listeners

53 Listeners

66 Listeners

833 Listeners

35 Listeners

1,069 Listeners