Winning Retirement Radio

After catching up on fall flavors, Hallmark Movies, and more…

Greg and Kristin address the importance of not allowing the news cycle to dictate your decisions. Hear what Greg believes is the biggest asset for those transitioning into retirement, and why free social security reports aren’t as helpful as they used to be.

👉 Snag a copy of Legacy’s My Retirement Kit to help you get organized.

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This week we discuss a nostalgic company making a marketing change, and what our team is currently receiving many calls about: Concerns about retirement accounts with the election chaos looming. Greg explains what to consider to help diversify your portfolio for retirement when it comes to the unexpected on Wall Street, along with the various ways to invest. Plus, they debunk a “myth” about retirement! 

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Greg and Kristin share the top 5 items soon-to-be and current retirees should pause and pay attention to between now and the end of the year. Don’t worry, if you feel you’re behind… You are not alone! 

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How often should you check your retirement accounts? Maybe you set money aside in stocks on Wall Street, a 401(k)s, or a Roth IRA Greg explains why your age and allocations matter when answering that question.

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Days ago Kristin returned from Guatemala on fire for Dare For More Ministries! 🌎

CEO Reba Bowman shares the impact they’re having, along with the biggest needs. From safe houses providing physical, emotional, and spiritual protection for women in crisis, along with training centers that empower women to safely provide for themselves… Hear why Dare For More Ministries outreach isn’t mainly focused on women stateside, but instead where these resources are most needed. Learn about their programs that help prevent poverty and abuse by showing women how to create income, and stop the cycle of abuse for mothers and children worldwide.

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With Amtrak reporting higher numbers, Greg reminisces about his early 20s and a job he had building railroad cars.

Planning to retire from physically strenuous jobs compared to an office job can present different obstacles, but the end goal of retiring remains the same: Having enough income to retire comfortably, and a plan for NOT running out of money!

👨‍💻 Snag a copy of Legacy’s My Retirement Kit to help you get "on track." 😉

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After a piece of financial trivia, we reminisce about how we have spent our “piggy bank” money over the years. 🐖 Then review Fidelity's basic guidelines suggesting we need 10 times our income saved by age 67 to retire. The planning process is key when creating an enjoyable retirement, and Greg shares how with the stories of 2 very different couples the team has helped. With the right approach, you can create a retirement plan that works for you whether you're in a high or low tax bracket.

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

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Restaurants and stores use various strategies to maximize profits. Don't most industries? That’s why Greg and Kristin are leaning on their experiences to share the top 5 things you should consider when hiring a financial advisor, especially in or near retirement. If you have an investment portfolio or 401(k) and are approaching age 60 or older, this episode is for you!

👨‍💻 Grab a free copy of Legacy’s My Retirement Kit to help you get organized!

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2 personal experiences remind us how technology can help our financial life, but why trusting our instincts remains the best way to avoid getting ripped off. Kristin even shares an idea families could use to help mitigate the risk of some scams. Whether it's your bank account, retirement funds, or credit, you should take extra steps to protect yourself from fraud to be safe. Greg also talks about the fiduciary standard and the "Legacy Standards" our awesome team follows.

👨‍💻 Snag a free copy of Legacy’s My Retirement Kit 

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Before Biden backed out, his administration announced another round of student loan forgiveness... Bringing total student loan forgiveness to $168.5 billion! Greg and Kristin discuss how this and other forgiveness programs encourage a "Robinhood" mentality. Plus, we hear insight from their Generation Z son and how Alexa is trying to help Gen X and Baby Boomers keep up with what Gen Z is saying! 

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