Plan With Dan

Challenges That Millennials Face in Financial Planning

September 5, 2019

It’s easy to take shots at millennials and joke about many of the stereotypes that follow them around, but that’s not always fair. That younger generation faces many new challenges that weren’t around 15-20 years ago, and it makes it difficult to start saving and planning for retirement. We’ll address those issues in this episode.

Check out the show notes for this episode by clicking here.

Today's rundown:

0:37 – Dan is preparing for his annual trip to Israel.

3:10 – Financial issues that might impact millennials.  

4:15 – Education has changed so much and it’s difficult financially.

6:13 – It’s also harder now to buy a house.  

8:00 – So many overqualified job candidates are underemployed.

9:34 – Many people I meet with are now caring for their aging parents.  

13:26 – Getting to Know You: Who is someone that always makes you laugh.

15:57 – Mailbag question: What kind of annual return should I be seeking on investments in retirement.