Retiree Profiles: The "Worried About Money" Retiree

from Retire Repurposed · host Retire Repurposed

On this episode, we continue our series highlighting different retiree profiles. Today, we cover the "Worried About Money" retiree. Many "Worried About Money" retirees are not as concerned about running out of retirement funds as they are worried about the amount they will leave to heirs. In this podcast, Ben explains how the real reason "Worried About Money" retirees are worried about money is due to the lack of a clear and defined wealth transfer plan. Ben also shares how waiting for your death to give to the next generation is a less-effective and less-optimal way to pass along inheritance. See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 29, 2022

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Retiree Profiles: The "Worried About Money" Retiree

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This episode was published on July 29, 2022.

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