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Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:41 – Balancing retirement savings with other goals

5:57 – Preparing for potential changes to Social Security

9:39 – Life insurance as a tool for retirement planning

12:43 – Prioritizing between needs and wants + tools to keep on track

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

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Are you one of the millions leaving retirement funds unclaimed? Surprisingly, neglected retirement accounts are more common than you might think. With 29 million forgotten 401(k) accounts holding over $1 billion in assets at the end of 2023, it's important to take action and reclaim your retirement savings.

In this episode, June shares insightful advice on how to locate and manage these forgotten accounts and even shares the story of a new client who had over $70,000 in an old 401(k) that she didn’t know about.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:06 – Contacting your former employer

3:58 – Options for rolling over 401(k) accounts

7:39 – Making sure nothing is overlooked with an advisor

10:43 – Final thoughts

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

Send us a Text Message.

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that Generation X faces as they approach their golden years.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:20 – Figuring out how much you’ll need in retirement

5:24 – Knowing if you’re on track with your financial goals

8:37 – Getting caught up if you started saving late

11:12 – Balancing saving for retirement with other financial goals

15:25 – Building a strategy for retiring early

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

Send us a Text Message.

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that baby boomers face as they approach their golden years.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:00 – Transitioning from a steady job to retirement

5:09 – Addressing rising healthcare costs in your plan

7:31 – Passing on wealth to loved ones efficiently

12:30 – Maximizing Social Security

14:50 – Downsizing or moving in retirement

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

Send us a Text Message.

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:18 – Outliving your money

4:55 – The creep of inflation

7:35 – Expenses of long-term care

11:21 – The threat of rising taxes

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

Send us a Text Message.

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face.

In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:24 – Women facing career interruptions

4:46 – Longer life expectancy

9:19 – The financial impact of divorce

12:03 – Women carrying higher debt

14:29 – Women’s financial confidence

17:47 – Moving the needle

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

Send us a Text Message.

The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show.

Here’s some of what we discuss in this episode:

0:00 – Intro

0:56 – Without an income plan, you don’t have a plan

2:02 – How many people have an income plan?

4:55 – Planning strategies

9:24 – Our process with clients

11:42 – Relationship

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

Send us a Text Message.

Welcome to our first episode of TAG Talks. As we unpack the essential steps to retiring with ease and certainty, we want to begin by introducing you to the Transition Advisor Group Founder and CEO, June Horne.

June shares the defining moments that carved her path in the industry and the inception of her own firm. She opens up about the intricacies of creating a comprehensive financial plan and tackling retirement anxieties head-on to ensure clients are well-equipped for their golden years.

June's two-decade expertise in financial advising is a treasure trove of knowledge, and she's here to chart the course toward a retirement filled with certainty and prosperity. Through heartfelt storytelling, we navigate the waters of financial planning, uncovering June's personal inspirations and the critical steps to implementing a strategy for your forever money.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:12 – How she got into this industry

2:58 – Financial planning at TAG

7:14 – Living in Pennsylvania

10:25 – Goal for the show

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z