Retirement Anxiety
Source: American Institute of CPAs Published: March 2019 n = 631 Certified Public Accountant financial planners
![](https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb52f66ba-8aa9-4c4d-9863-abe42d6eaa90_800x1333.jpeg)
Source: American Institute of CPAs
Published: March 2019
n = 631 Certified Public Accountant financial planners
Retirement Anxiety
Circulated: February 11, 2020
A survey of CPA financial planners explored what factors are impacting clients’ retirement planning peace of mind.
Clients’ top three financial concerns for retirement are:
![](https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F817be13c-6002-4842-989a-75235a40f402_379x105.png)
Most frequently listed as the top three sources of client concern for outliving their money:
![](https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F0c65d56e-33f3-45e7-bfbb-be555b8b3f72_571x153.png)