Today’s Objective…

It’s easy to take shots at millennials and joke about many of the stereotypes that follow them around, but that’s not always fair. That younger generation faces many new challenges that weren’t around 15-20 years ago, and it makes it difficult to start saving and planning for retirement. We’ll address those issues in this episode.

(Click the featured times below to jump forward in the episode)

Tactical Points:

When you think of the millennial generation, what’s the first thing that comes to mind? Many of us like to poke fun of these younger folks as they move into adulthood and all the responsibility that comes with it.

The discussion surrounding millennials often includes jobs and housing because those tracks aren’t as traditional as previous generations. But let’s not put the blame exclusively on millennials. There are many challenges facing them as they try to establish families, careers and financial independence. Sure, they might not be the same obstacles that faced our parents, but it doesn’t make it any less significant.

In this episode of Plan with Dan, we address many of the issues that are preventing millennials from getting a jump on their financial planning. Dan Betzel has seen it first-hand with his children and with his clients and understands how important the topic is.

We’ll close out the show with another ‘Getting to Know You’ question for Dan along with a great mailbag question about retirement returns.

Take a look at the full rundown of the show below and click the timestamp to skip to a specific portion of the episode.

[0:37] – Dan is preparing for his annual trip to Israel.

[3:10] – Financial issues that might impact millennials.

[4:15] – Education has changed so much and it’s difficult financially.

[6:13] – It’s also harder now to buy a house.

[8:00] – So many overqualified job candidates are underemployed.

[9:34] – Many people I meet with are now caring for their aging parents.

[13:26] – Getting to Know You: Who is someone that always makes you laugh.

[15:57] – Mailbag question: What kind of annual return should I be seeking on investments in retirement.

 

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Dan Betzel – ContactRetirement Trailblazer Guide – Retirement Rescue Toolkit – Call: 614-472-4510