Financial Challenges of Your 60s and 70s


Manage episode 303624140 series 2989310
By Bill Taber and Anastasia Taber, Bill Taber, and Anastasia Taber. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
What are the common financial concerns of those in their 60s and 70s? Bill and Anastasia tackle the third and final life stage to discuss common questions that individuals ask before, during, or after retirement. How should you balance your portfolio in this life stage? How do you receive Social Security benefits - do you have to register for it? As your health expenses typically increase in this age, how much can you expect Medicare to cover? When should I consider selling my house and downsizing to a smaller space, or moving to a retirement home? How should I plan to assist children or grandchildren with expenses (education, weddings, etc)? And the question on everyone's minds: When do you have enough money to retire?

If you haven't yet, be sure to check out our previous two related episodes, Financial Challenges of Your 20s and 30s and Financial Challenges of Your 40s and 50s. For questions and comments, you can email us at

62 episodes