Generations Financial Planning Series: Generation X - Navigating Peak Complexity

In this video, Harrison DeShazo, CFP®, Associate Wealth Advisor in Waverly Advisors’ Austin, Texas office, and Sean Lacey, CFP®, CIMA®, CRPC™, Wealth Advisor in the Canon City and Colorado Springs, Colorado offices, continue our Generations Financial Planning Series with a focus on Generation X. Whether you're evaluating retirement readiness, balancing competing financial priorities, supporting aging parents, helping children prepare for college, managing a business, or reviewing your estate plan, Harrison and Sean discuss financial planning considerations that often arise between the ages of 46 and 61. In this episode, they explore: • The importance of acting with urgency and taking advantage of retirement savings opportunities • Catch-up and Super Catch-Up contribution opportunities available later in your career • Helping individuals who feel behind create a plan and move forward with confidence • Navigating the challenges of the "sandwich generation" while balancing the needs of children and aging parents • College funding considerations and avoiding the mistake of sacrificing retirement security for education expenses • Planning for business succession and preparing for a future business transition or sale • Estate planning essentials, including wills, trusts, powers of attorney, and beneficiary reviews • Evaluating life insurance and liability protection needs as wealth accumulates • The importance of coordinating a team of professionals, including advisors, CPAs, attorneys, and valuation experts The key takeaway: Generation X often faces competing priorities and increasing complexity. By taking a proactive approach and coordinating financial, tax, estate, and retirement planning decisions, individuals and families can position themselves for greater clarity and confidence as retirement approaches. Stay tuned for the next episode in this series, where we turn our focus to Late Generation X and Younger Baby Boomers and explore planning considerations during the pre-retirement transition window. Video recorded on Thursday, May 21, 2026 Please see important disclosures: https://waverly-advisors.com/otherimp... Connect with Harrison and Sean: Harrison DeShazo, CFP® Associate Wealth Advisor Austin, TX Email: [email protected] Phone: 512.774.5340 Sean Lacey, CFP®, CIMA®, CRPC™ Wealth Advisor Colorado Springs, CO Canon City, CO Email: [email protected] Phone: 719.741.3330 About Waverly Advisors, LLC Waverly Advisors, LLC is a nationwide wealth management firm dedicated to serving high-net-worth individuals, families, business owners, executives, and institutions. We take a holistic approach to wealth management, addressing investments, tax strategy, estate planning, charitable trust services, corporate retirement plans, and more. LinkedIn:   / waverlyadvisors-llc   Facebook:   / waverlyadvisorsllc   Instagram:   / waverlyadvisors   Music Credit Eternal Echoes - Ariel Shalom Artlist.com