Are Gen Xers ready for the biggest wealth transfer in history, or are they headed for costly mistakes? This episode dives into the unique retirement anxieties facing Gen X, from fears of outliving savings to the complexities of inheritance and estate planning. Discover why proper planning is crucial—not just for your future, but for your family’s peace of mind. Learn the pitfalls that could cost your loved ones and how to avoid them, with real stories and actionable advice from the front lines of financial consulting.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

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Inheritance Pitfalls: How Gen X Can Avoid Costly Estate Mistakes