When the largest demographic group in the country, baby boomers, began moving into retirement mode at the beginning of this century, that segment of the population started receiving a lot of attention. Several years ago, a Harris Poll identified four types of these new retirees, ranging from youthful and optimistic to worried struggler. Our next guest has been working with these groups for many years and says the categories are indeed real. Which one is yours?
Mike Switzer interviews Noel Swain, a certified financial planner with Provest Wealth Advisors in Spartanburg, SC.