Winning Retirement Radio

Did you know you could become a marketing target if the probate process enters your world? Greg and Kristin aren’t attorneys, but legacy and estate planning conversations are consistent with retirement planning. Listen as they share why being “sold” any product isn’t a good idea.  Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized. _____________See omnystudio.com/listener for privacy information.

We all take different paths in life. For example, women are more likely than men to pause their careers to care for their families. As a result, they typically work fewer years and contribute less to retirement accounts, leading to lower savings in their investment portfolios. Greg and Kristin discuss these challenges and how to tackle them with effective retirement planning.  Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit to help you get organized. ______________________See omnystudio.com/listener for privacy information.

A recent survey showed Americans would rather do homework than do their taxes, and some would rather take the SATs! Tax season is important, but Greg and Kristin explain why retirement tax strategies are essential for future portfolio planning. Wondering if you’re on track for retirement? Fill out this short form for a FREE consultation.  See omnystudio.com/listener for privacy information.

This week Greg shares his approach to tackling holiday credit card debt along with tips on how to pay off debt in general... and stay motivated. Plus, an answer to a common retirement question: Should your mortgage be paid off before you stop working?  Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized. _______________  See omnystudio.com/listener for privacy information.

Greg and Kristin discuss how to financially and emotionally prepare for retirement in 2025 if that’s your goal. They also cover what to expect from your financial advisor when planning what to do with your portfolio.   Unsure if you’re on track? Fill out this short form for a free consultation. ____________________See omnystudio.com/listener for privacy information.

We embrace this wonderful time of year, talk gift-giving within our means, and RMD spending.

According to the Census Bureau, being middle-class in America means making about $80k a year. Instead of wondering how you measure up, Greg and Kristin explain how they continue to many in the middle class to retire confidently, based on the savings they’ve socked away. Listen to learn more about the retirement transition, and how the middle class can pull off a comfortable retirement with the right planning. Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized: https://www.legacyretirementgroup.com/podcast-request  _________________________See omnystudio.com/listener for privacy information.

Hear about how one couple has a goal of going from workaholics to traveling in retirement. Greg and Kristin explain how planning a trip is similar in many ways to planning for income in retirement. Yes, your portfolio, 401(k) and pension matter… But listen to hear why lifestyle is what often guides financial planning.  Unsure if you’re on track for retirement? Fill out this short form for a free consultation. https://www.legacyretirementgroup.com/schedule-an-appointment ________________________________See omnystudio.com/listener for privacy information.

In this episode, we dive into the latest Bitcoin rally that's capturing the attention of both seasoned investors and newcomers alike. Many are enjoying the all-time highs! Join us for a lively discussion on all things Bitcoin and the next chapter of crypto, along with how those over 60 should view this asset.    Wondering if you’re on track for retirement? Fill out this short form for a free consultation. ___________________________________________See omnystudio.com/listener for privacy information.

Holiday meals are known for good food and family, and they can be a little awkward too.  However, inflation has greatly impacted soon-to-be and current retirees beyond the Thanksgiving and Christmas table. Greg and Kristin explain how your income is your lifestyle when you stop working. So, is the 4% Rule a good way to budget when drawing down from your retirement accounts? And are you using the right tools for where you are in life? Listen as Greg and Kristin share planning ideas to consider. Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized. _________________________________________See omnystudio.com/listener for privacy information.

✈️ After some good travel news, Greg and Kristin discuss the plight of someone being pushed out of their job months before they were ready to retire.  If that happened to you, could you still retire on your terms? Will you have enough money? What should you do if you feel you may be slowly being nudged to the side at work right now?  Join our discussion of the cycle of ageism, and how to best work with what you have in your retirement accounts.     Want to make sure you’re on track for retirement? Fill out this short form for a free review.    See omnystudio.com/listener for privacy information.

In celebration of political arguing being down to a simmer, we address another controversial American topic... FOOD!

Especially these days, making sure you get what you pay for is a priority. Legacy recently had an interesting inquiry regarding portfolio management fees and fiduciary financial advisors. Greg & Kristen explain why there are fees, how they work, and what should come along with the fees you pay. Listen to find out what value to seek when paying your advisor!  

Most of us are relieved the fear-based election ads ending, both right and left. It’s been intense! Greg and Kristin share how they help families create retirement plans that can withstand big uncertainties, and not give into fear. Plus, some ideas on how to most efficiently hand down or inherit retirement accounts.