Inside The Plan

Andy Turns the Big 5-0!

Jul 16, 2020

Andy & Bill talk about Andy turning 50-years-old! What ways is he approaching his retirement and which lifestyle changes matter to him more now? Learn strategies to let your retirement be a planned scenario instead of letting it creep up on you empty-handed.

Episode Highlights:

00:50 – Andy Bush talks about turning 50-years-old.

01:38 – How does turning age 50 affect Andy’s retirement plans?

03:32 – What age do people start focusing on retirement?

05:20 – Generation X is facing a lot of credit card debt.

09:32 – Has Andy Bush done anything with his asset allocation?

08:22 – 50 is the milestone in life and lifestyle changes.

10:25 – AARP typically sends out information at 50.

13:10 – Most providers have great tools to research a retirement plan.

13:40 – Bill Bush reminisces about Andy Bush being born on the day of the Major League Baseball All-Star Game.

3 Key Points:

Age 45 used to be the typical age people started getting serious about saving for retirement.

53% of Generation X has credit card debt.

What things can you do at 50 that will make your life easier at 70, such as diet?

Tweetable Quotes:

“The things I do now are certainly going to impact my final picture as far as what I have accumulated.” – Andy Bush

“Time relentlessly keeps on ticking and whether you use it in a good way or a bad way, time has no regard for how you use it.” – Andy Bush

“The Glide Path is I’m really aggressive when I’m 30, mostly invested in stocks, and The Glide Path is the glide to become more conservative.” – Andy Bush

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