The New Retirement
Financial Safari with Marty Nevel
English - June 14, 2024 16:00 - 51 minutes - 47.1 MBInvesting Business Education Self-Improvement 401k 403b care invest medicare plan risk volatility adviser advisor Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Regret Free Retirement
Next Episode: The Baby Boomer Wave
Marty covers significant changes in retirement planning over the last 20 years, including shifts in the economy, demographics, technology, and regulatory environments. He discusses the demise of private sector pensions, the shift to defined contribution plans, increased contribution limits, the introduction of the Roth 401k, automatic enrollment, and changes in required minimum distribution ages. He also provides insights into annuities and their role in retirement planning.
Reach Marty at 888-519-9096.
See omnystudio.com/listener for privacy information.