Retirement can be a challenging transition. This week, we discuss how to tailor your retirement plans to your unique situation, considering your budget, portfolio, income, and more. We'll also explore the "normal" expectations of retirement and share stories of people enjoying their unique retirement lifestyles.

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In this episode, Greg and Kristin dive into the world of annuities, breaking down the key differences, including their advantages and disadvantages, to help you navigate retirement income concerns. 📸 Plus, the interesting story behind the first-ever selfie and when it was taken!

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This week's episode covers encouraging economic news regarding Americans and debt, the significance of maintaining an emergency fund as you approach or enter retirement, and advice for those worried about market volatility and risk exposure.

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From investing to spending, budgeting, and even charitable giving, maintaining open communication about finances is crucial for couples. 👩‍❤️‍👨 Greg and Kristin share how they avoid money miscommunications, and how they encourage the families they help to do the same.

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We discuss tax season and what you need to know if you're approaching age 73 and preparing to take Required Minimum Distributions (RMDs). We'll cover important topics such as how much you need to withdraw, penalties and fees to avoid, and the benefits of Qualified Charitable Distributions (QCDs). By the end of this episode, you should have a clearer understanding of your future tax obligations in retirement.

Wondering if you’re on track with your future taxes in retirement? Click here for a FREE Retirement Tax Map Report.

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Does your advisor address how you’ll use your money in retirement? Have they helped you create a plan to be tax-efficient with your portfolio when you stop working? Hear insight into those questions, plus Greg’s “why” on this week’s episode.

Wondering if you’re on track for retirement? Fill out this short form for a free consultation.

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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.

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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.

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