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People worrying about poverty more than death? How to make a plan with confidence

People worrying about poverty more than death? How to make a plan with confidence

Jacksonville’s Retirement Coach with Adam Wolf · Adam Wolf

May 27, 202513m 44s

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Show Notes

Adam Wolf discusses a recent survey that reveals 71% of Gen-Xers near retirement are afraid of going broke more than dying. He talks about how he helps clients at Wolf Retirement Navigation set up plans and adjust their market exposure to their risk tolerance. Adam even shares stories about clients who did not have huge amounts of assets, but still had very durable retirement income plans and the reassurance they got when he told them that.

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

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Topics

Retirement planningfinancial securityinvestment strategypension fund401(k)IRA accountswealth managementretirement goalstax-efficient investingestate planningincome streamslong-term caresocial securityretirement savingsfinancial independence.