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Advisors of Horizon are Registered Representatives of Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser.

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  2. Andy Turns the Big 5-0!

Jul 16, 2020

In this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, talk about Andy Bush 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:

  1. Our inAge 45 used to be the typical age people started getting serious about saving for retirement.
  2. 53% of Generation X have credit card debt.
  3. 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

 

 

Resources Mentioned: