Gen Xers, this one is for us. We’ve survived dial-up, Y2K, recessions, and everything in between — but retirement is a different kind of challenge. In this Finance Friday, I break down the three biggest obstacles Gen X is facing right now and the three smartest moves we can make to catch up. Stick around to the end for the Gen X theme song. Trust me, it delivers.

The Bucket Strategy—a simple way to manage your retirement savings and weather market ups & downs! Learn how to divide your money into short-term, mid-term, and long-term buckets to keep your retirement income flowing.

Received an inheritance? Now what? An inheritance can be life-changing, but without a plan, the money can disappear quickly. In this video, I share four key areas to focus on so the money works for you and supports your future.

How much can you safely spend in retirement? The 4% Rule is a classic guideline for determining how much you can withdraw from your retirement portfolio each year—without running out of money. Based on historical data, it suggests you can withdraw 4% of your portfolio in the first year of retirement, then adjust for inflation each year after.

Turning Your Retirement Savings Into a Paycheck – Guardrails + the 4% Rule.

What if you could turn your retirement nest egg into a steady paycheck—while protecting it from market swings? In this video, we show how stacking the Guardrails Strategy on top of the classic 4% rule can keep your income steadier over time.