Kristina discusses the essential components of a comprehensive retirement plan, emphasizing the importance of addressing five critical buckets: income, investments, taxes, healthcare, and estate planning. She highlights the need for proactive strategies to manage these areas effectively, especially in light of changing tax laws and healthcare costs. The discussion also covers the psychological aspects of transitioning from accumulation to decumulation, the importance of debt management, and the common surprises retirees face.  Kristina answers listener questions, providing insights into maximizing Social Security benefits and managing investments as retirement approaches.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

 

See omnystudio.com/listener for privacy information.