EPISODE · Aug 8, 2024 · 28 MIN
The Beginnings of Gen X Retirements
from Purpose Driven Retirement Podcast · host Pat Couture and Jesse Becker
The very first wave of so-called Generation X people are pulling the trigger on retirement. What do they need to do? Today Pat goes over some of the things they need to think about when they hit age 59 1/2, the age at which they can start to draw out money from retirement accounts without penalty, as well as looking further down the road to make sure they plan their retirements with taxes and other things in mind to help them keep more in their own pockets.The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
What this episode covers
The very first wave of so-called Generation X people are pulling the trigger on retirement. What do they need to do? Today Pat goes over some of the things they need to think about when they hit age 59 1/2, the age at which they can start to draw out money from retirement accounts without penalty, as well as looking further down the road to make sure they plan their retirements with taxes and other things in mind to help them keep more in their own pockets.The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
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The Beginnings of Gen X Retirements
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