In this In The Final Analysis minisode, financial advisor Joe Frederick finishes out our series of investing knowledge for generations. He discusses how Baby Boomers (born ~1945-1965) are doing in retirement right now, and how this elder generation can prepare their finances for their beneficiaries to inherit smoothly.

Check out our vodcast and written transcript of this episode available: https://www.wisdomchoice.net/in-the-final-analysis-minisode-6

---------------------------------

­­­­­­­­­­­­Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.

----more----

In this episode of In The Final Analysis, financial advisor Jim Yockey discusses the psychological starting-points people have when they're approaching financial decisions. He delves into how having an Approach versus Avoidant mindset can factor into your tolerance for risk, as well as why it's so important to investigate your own personality when determining what type of investor you want to be.

Check out our vodcast and written transcript of this episode available: https://www.wisdomchoice.net/in-the-final-analysis-episode-14

---------------------------------

­­­­­­­­­­­­Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.

----more----

In this In The Final Analysis minisode, financial advisor Joe Frederick continues our series of investing knowledge for generations. He discusses what the retirement landscape looks like for Gen X (born ~1965-1980) right now, and how this middle-aged generation can prepare their finances for retirement life.

A vodcast version as well as written transcript of this episode is available on our website: https://www.wisdomchoice.net/in-the-final-analysis-minisode-5

--------

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.