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.

Holiday meals are known for good food and family, and they can be a little awkward too. 

However, inflation has greatly impacted soon-to-be and current retirees beyond the Thanksgiving and Christmas table. Greg and Kristin explain how your income is your lifestyle when you stop working. So, is the 4% Rule a good way to budget when drawing down from your retirement accounts? And are you using the right tools for where you are in life? Listen as Greg and Kristin share planning ideas to consider.

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.

✈️ After some good travel news, Greg and Kristin discuss the plight of someone being pushed out of their job months before they were ready to retire. 

If that happened to you, could you still retire on your terms? Will you have enough money? What should you do if you feel you may be slowly being nudged to the side at work right now? 

Join our discussion of the cycle of ageism, and how to best work with what you have in your retirement accounts.

 

 

Want to make sure you’re on track for retirement? Fill out this short form for a free review.

 

 

See omnystudio.com/listener for privacy information.

In celebration of political arguing being down to a simmer, we address another controversial American topic... FOOD! 🥪 Then Greg & Kristin share ideas for your retirement money when it comes to being tax efficient in 2024, along with how to best plan for taxes in retirement moving forward. Plus, their personal bucket list travel goals! 🌎  If you’re near or in retirement and have a 401(k), IRA, or other retirement account as part of your portfolio, this tax information could be very helpful before 2024 ends!

And if you’d like help getting organized, download a FREE copy of Legacy’s My Retirement Kit.

See omnystudio.com/listener for privacy information.

Especially these days, making sure you get what you pay for is a priority. Legacy recently had an interesting inquiry regarding portfolio management fees and fiduciary financial advisors. Greg & Kristen explain why there are fees, how they work, and what should come along with the fees you pay. Listen to find out what value to seek when paying your advisor!

 

👨‍💻 Grab a copy of Legacy’s My Retirement Kit to help you get your retirement better organized.

See omnystudio.com/listener for privacy information.