Estate Planning for Boomers: Risking Old Age in America
In 10 years, the oldest of the 76 million baby boomers in the United States will begin reaching their late 80s, an age at which people are more likely to need care. At the same time, younger baby boomers are leaving the labor force, often with insufficient resources to pay for retirement.The Risking Old Age in America podcast will explore what this will mean for the nation and how we can prepare, both collectively and individually. The host, Harry Margolis, is a national leader in the field of elder law and has written extensively about elder law and estate planning.More on Harry Margolis: https://margolisbloom.com/harry-s-margolis/Harry on Substack: https://okayboomer.substack.com/
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Episodes
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
Larry Kotlikoff is an economics professor at Boston University, president of a financial planning software company, served on the President's Council of Economic Advisors and helps tens of thousands of retirees with his website maximizemysocialsecurity.com. Larry's also a prolific author having written dozens of books and hundreds of blog posts, columns, and research papers. His most recent book is 'Social Security Horror Stories: Protect Yourself from the System and Avoid Clawbacks.'
Risking Old Age in America
Tuesday Feb 13, 2024
Tuesday Feb 13, 2024
The guest is Anqi Chen, a research economist at the Center for Retirement Research at Boston College. Anqi and the Center have done a lot of work on the financial status of baby boomers and what we can expect in the future -- and also what we can expect in terms of long term care needs.
Risking Old Age in America
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
The guest is Amy Lampert, a financial planner with over 30 years experience in the financial services industry. Amy is also the founding principal of the not for profit Women's Financial Network and of Women's Worth, a company whose mission is to demystify the world of money and increase financial literacy and empowerment for women of all ages.This material contains the current opinions of the presenter but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. Amy Lampert, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products/services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. WomensWorth and The Bulfinch Group are not affiliates or subsidiaries of Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 2024-167550 Exp 1/26.
Risking Old Age in America
Tuesday Jan 16, 2024
Tuesday Jan 16, 2024
George Kinder is the founder of the Kinder Institute of Life Planning. He's a financial planner with many decades of experience and also many decades of experience training more than 3000 other financial planners.More at https://www.kinderinstitute.com/
Risking Old Age in America