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In this episode of Winning Retirement, Greg and Kristen discuss the question many retirees are asking: “Have we done enough?” They explain why retirement planning is about more than building wealth—it’s about creating reliable income, managing taxes, and maintaining your lifestyle.
You’ll also hear insights on diversification, Roth conversion strategies, and why the real goal of retirement planning is having the confidence to enjoy life without worrying about running out of money.
✍️ Ready to design your ideal retirement? Schedule a FREE consultation by completing this brief form.
See omnystudio.com/listener for privacy information.
By Greg and Kristin Taylor, and Kristen Charles4.7
1111 ratings
In this episode of Winning Retirement, Greg and Kristen discuss the question many retirees are asking: “Have we done enough?” They explain why retirement planning is about more than building wealth—it’s about creating reliable income, managing taxes, and maintaining your lifestyle.
You’ll also hear insights on diversification, Roth conversion strategies, and why the real goal of retirement planning is having the confidence to enjoy life without worrying about running out of money.
✍️ Ready to design your ideal retirement? Schedule a FREE consultation by completing this brief form.
See omnystudio.com/listener for privacy information.

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