Episode #337: Financial Challenges of Gen X in Retirement


This post is intended for financial professional use only.

Gen X is often overshadowed in the financial services industry by baby boomers and millennials, but this demographic offers substantial opportunities for economic growth. Despite being labeled the forgotten middle child, Gen Xers hold an average net worth of $450,000 and the likelihood of inheriting a significant portion of the $52 trillion in assets from the older generations.

However, this generation also faces unique economic hurdles, such as managing student loans, recovering from economic recessions, and the dual responsibilities of child and elder care. In this episode of Money Script Monday, Sara emphasizes the importance of addressing Gen X’s top concerns and providing professional support to demonstrate the need for financial advisors in this demographic.

Resources Provided for This Episode

Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

About Sara Sullivan

Sara Sullivan is the Licensing and Contracting Manager at LifePro. She works closely with financial professionals to assist in updating their licensing statuses and process advisors' contracts to greatly improve your chances of getting approved.