Broker Check

"In The Final Analysis" Minisode 6, December 2025

Analyzing: Estate Planning for Baby Boomers

In this In The Final Analysis minisode, financial advisor Joe Frederick finishes out our series of investing knowledge for generations. He discusses how Baby Boomers (born ~1945-1965) are doing in retirement right now, and how this elder generation can prepare their finances for their beneficiaries to inherit smoothly.