Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable.
Everyone wants a golden retirement. But saving for retirement is no easy task. The baby boomer generation is graying. More and more people are approaching retirement age. With Social Security’s assets being consumed and the number of workers supporting it shrinking, they will have to rely more on personal savings when it’s time to retire.
Today, there are myriad options to help prepare for the golden years. Yet, without a specific plan of action, many people find themselves falling short when it is time for them to live off of their life’s work.
Listen to the interview on the Business Innovators Radio Network: