After discussing the differences between being frugal and being cheap, Greg and Kristin highlight why many retirees find it challenging to begin spending their money. In addition to having an investment and income plan, creating a spending plan is essential. Retirement represents a significant life change that many people fail to recognize, and transitioning from saving to spending from your portfolio is a crucial part of this shift. We also examine what retirement may look like for those who own a business and wish to pass it on to their children.

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We recap Uber's weird lost and found items and share a tale of a misfortune-stricken philanthropist.

Then explore the rewards of generosity. Kristin will also provide us with an update on the latest developments at Dare For More, one of her beloved charities.

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After discovering that Greg and Kristin work and exercise together, we shift our focus to family matters. We examine the various reasons why retirees sometimes provide financial assistance to their adult children. Listen for stories that shed light on both sides of this important issue.

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Google searches for "how to reduce stress" have reached a record high. With the markets responding to tariff news, many individuals with retirement funds on Wall Street are feeling uneasy. Greg and Kristin discuss the importance of having a plan that considers challenging times so that your income isn’t dependent on the uncertainties of the market!

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This week, we're discussing everyday things that make us feel unsettled or uncomfortable. One topic that stands out is Math Anxiety. This issue can create significant challenges during retirement. If memories of Geometry and Algebra are causing you to avoid your financial and retirement planning, remember that you don’t have to tackle it all by yourself! Greg and Kristin talk about “doing the math” to NOT run out of money in retirement.

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The world has changed dramatically in just the past 10 years! This is especially true for Greg and Kristin as the school season comes to a close. In this episode, we reflect on various aspects of life, from movies and music to customer service and everything in between. We discuss how we approach different parts of our lives much differently than we did just a few years ago. Planning for retirement has evolved as well. Whether you have a 401(k), pension, stocks, bonds, ETFs, mutual funds, or an annuity, we hope you find this episode insightful.

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Did you know pure gold (23-24 karat) is safe to consume in small quantities? You might have seen advertisements about investing in precious metals. That's why we're exploring gold as an asset class for individuals who are in or approaching retirement as part of a diversified portfolio. This is especially relevant now, with market volatility! Also, listen to learn how much of a creature of habit Greg is!

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Are you feeling overwhelmed when it comes to making money decisions? You’re not alone. A recent survey shows that 53% of Americans feel stuck, overwhelmed, or unsure about their finances. Greg and Kristin discuss the importance of avoiding "paralysis by analysis" and how collaborating with a fiduciary financial advisor can alleviate some of those feelings. Additionally, they emphasize the need to avoid being “Google slapped,” as Greg puts it.

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

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