Winning Retirement Radio

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.    Wondering if you’re on track for retirement? Fill out this short fo...

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! Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get...

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.   Unsure if you’re on track for retirement? Fill out this short form for a FREE consultation . See omnystudio.com/listener for privacy information.

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. Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit to help you get organized....

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...

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 . _____________...

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 Re...

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 h...

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 inform...

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. ___________...