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15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810. 

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

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: