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Retiree Profiles: The "Worried About Money" Retiree
July 29, 2022
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On this episode, we continue our series highlighting different retiree profiles. Today, we cover the "Worried About Money" retiree. Many "Worried About Money" retirees are not as concerned about running out of retirement funds as they are worried about the amount they will leave to heirs. In this podcast, Ben explains how the real reason "Worried About Money" retirees are worried about money is due to the lack of a clear and defined wealth transfer plan. Ben also shares how waiting for your death to give to the next generation is a less-effective and less-optimal way to pass along inheritance.
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Meet Your Host
Ben has been in the financial services industry for nearly two decades. He has worked alongside thousands of families and individuals while owning and operating Taatjes Financial Group, a retirement planning firm in west-central Minnesota. While Ben loves to work with retirees, his passion extends far beyond the numbers. This passion led to the publishing of his first book, Repurposed: The Untold Story of Retirement in America in 2017 as well as co-founding Retire Repurposed in 2019.
