Episode 14: Women in Retirement
Mar 25, 2022
This episode focuses specifically on women in retirement, a community we feel is greatly underserved when it comes to retirement resources. Dave & Brandon discuss stats & strategies that can help women gain more confidence as they enter their retirement phase. Whether single, married, or widowed, it is important to be involved in planning for the future of your dreams.
Here are just a handful of the things that we'll discuss:
- Important stats surrounding women’s retirement:
- Longevity & outliving your spouse
- Likelihood of retiring at 65
- Use of financial advisors/retirement plan
- Financial confidence
- Importance of healthcare planning
- Social Security benefits – differences for women vs. men
- Tax planning
Sources:
https://www.allianzlife.com/-/media/files/allianz/documents/ent_1462_n.pdf?la=en&hash=DB76F6EE3B711B77523AABC237F9B37F6E8F2F21, Accessed September 20, 2021.
https://www.transamericacenter.org/docs/default-source/women-and-retirement/tcrs2019_sr_women_and_retirement_research_report.pdf, Accessed September 20, 2021.
http://money.com/money/5640557/health-care-in-retirement-average-costs/, Accessed September 20, 2021..
https://www.usatoday.com/story/money/2019/07/26/3-alarming-stats-about-womens-retirement-savings/39802949/, Accessed September 20, 2021.
https://www.ssa.gov/planners/survivors/ifyou.html, Accessed September 20, 2021..
https://www.ssa.gov/planners/retire/divspouse.html, Accessed September 20, 2021
https://www.allianzlife.com/-/media/files/allianz/documents/ent_1462_n.pdf?la=en&hash=DB76F6EE3B711B77523AABC237F9B37F6E8F2F21, Accessed September 20, 2021..
http://www.geoba.se/country.php?cc=US&year=2020, Accessed September 20, 2021..
https://www.morningstar.com/articles/1013929/100-must-know-statistics-about-long-term-care-pandemic-edition, Accessed September 20, 2021.
https://transamericacenter.org/docs/default-source/women-and-retirement/tcrs2019_op_women_and_retirement_fact_sheet.pdf, Accessed September 20, 2021
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