Financial Planning for the Decades, Part III

For the past two week’s in my Monday Morning Market Outlook audio broadcast, I’ve embarked on a new series on wealth advice for listeners in all age groups. The first week was dedicated to strategies for investors who are in their 80s, and the second was devoted to investors currently in their 70s. Thanks to advances in medical care, it’s not uncommon for people in their 70s and 80s to have decades of great retirement life in front of them. Of course, the last thing you want to have happen to you is to outlive your money during these golden years.

 

This week, we move to financial planning strategies for investors in their 60s. Here the key challenges are making sure you’ve built, grown and preserved your capital so that it can take you many more decades in the future. The 60s are a key age group for financial planning, as this is when most of us make the transition from full-time workers to full-time retirees. The change in status here means you have to be extremely adept at managing your money, and that’s where this week’s audio broadcast can help.

 

If you are in this age bracket, or if you have a loved one or friend that is, I encourage you to listen to this week’s audio podcast.

 

In the weeks ahead, I will be working my way down the decades, and that means providing advice for investors in their 50s and 40. So, be sure to tune in to learn the keys to making sure your financial plan is intact and prepared to meet the challenges for the various stages of life.

 

NOTE: Fabian Wealth Strategies is a SEC registered investment adviser, and is not affiliated with Eagle Publishing.