Men generation. Generation of people and stages of growing up. Grandpa retiree. Healthcare family lifestyle. Grandfather with son in park

The Five Financial Stages of Life

Aug 5, 2022

In this episode Jeff looks at various stages of people’s lives and how they relate to saving for retirement.

Here are just a handful of the things that we'll discuss:

  • In the younger years when first starting a career, needs include covering any future financial obligations with insurance, especially life and home. Then starting to save for retirement is the next priority
  • Pre-retirement starts to get serious when people get to around age 50. Some people want to retire sooner, and health insurance is the biggest concern for them
  • Getting too closer to retirement age brings other priorities, including whether or not to pay off a mortgage, long term care insurance, and other possible needs


the changing story of retirement

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