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.

🎄 Merry Christmas from Greg, Kristin, and the entire team!

Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit to help you get organized: https://www.legacyretirementgroup.com/podcast-request

___________

See omnystudio.com/listener for privacy information.

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.