Épisodes

  • Laundry Rules And Roth Strategies
    Jul 8 2025

    In this episode, we go from laundry piles to financial files! We discuss whether we really have to wash new clothes before wearing them (spoiler: yes), and the importance of kids having household responsibilities.

    Then, the conversation shifts to another kind of clutter: unused subscriptions and hidden financial costs. Greg compares this to tax-deferred retirement accounts like 401(k)s—convenient now but potentially costly later. They break down the difference between delaying and saving on taxes, as well as the pros and cons of Roth conversions.

    Wondering if you’re on track for retirement? Fill out this short form for a FREE consultation.

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    14 min
  • Real Talk for Retiring Without a Million Bucks
    Jun 24 2025

    This week, we discuss small spending habits—such as eating out, using DoorDash, and daily coffee—that most Americans admit are wasteful but struggle to quit. Then we pivot to a bigger financial picture: retirement readiness! We share the story of a couple with over $500,000 saved who asked the key question: “Have we done enough?” Their journey reveals how thoughtful planning, balancing risk, and maximizing income sources can make retirement possible, even without a million-dollar nest egg.


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    12 min
  • More Than a Number: What It Truly Means to Be Retirement Ready
    Jun 17 2025

    Denmark is making headlines with plans to raise its retirement age to 70 by 2040, reflecting a growing global trend of adjusting retirement based on life expectancy. This sparks a bigger conversation—what is the right age to retire, and are you really ready? 🧐 Greg and Kristin explore the three key areas of retirement readiness: financial, social, and emotional. Through real-life stories, they show how retirement planning isn’t just about numbers—it’s about creating the freedom to choose when and how you retire, and finding fulfillment in life’s next chapter.


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    12 min
  • Family Memories & Retirement Realities
    Jun 10 2025

    In this episode, we reflect on our grandparents’ simple, family-focused lives and contrast them with the retirement worries of today, including taxes, investments, and planning. Greg and Kristin share touching family stories and emphasize the importance of planning carefully for today's retirees, particularly regarding taxable withdrawals from 401(k)s, IRAs, and the growing government debt.


    The website mentioned for a FREE personalized tax map report is TestMyRetirement.com.

    See omnystudio.com/listener for privacy information.

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    11 min
  • Transitions and Purpose
    Jun 3 2025

    Greg and Kristin reflect on the emotional journey of their son Christian’s high school graduation, and how these family milestones often parallel the retirement planning they do with clients. Listen for insight about the importance of organizing, embracing change, and finding new purpose in both family and financial life transitions.


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    11 min
  • Should We Take Warren Buffett’s Investment Advice?
    May 27 2025

    We touch on Tom Cruise’s latest Mission: Impossible, and his intent to never retire, then shift to Warren Buffett’s advice to invest in a low-cost S&P 500 index fund. While that might work for younger investors, Greg and Kristin warn retirees to be cautious. Market drops can seriously impact income in retirement! Their takeaway: don’t follow headlines blindly. Build a plan with your portfolio that balances income, growth, and safety, especially as you near retirement.

    Unsure if you’re on track for retirement? Fill out this short form for a FREE consultation.

    See omnystudio.com/listener for privacy information.

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    12 min
  • The Growing Crisis of Long-Term Care
    May 20 2025

    Greg and Kristin dive into a pressing issue affecting more families than ever before: the increasing need for long-term care in America. You’ll hear a personal caregiving experience, a journey that has become common among friends, neighbors, and loved ones. But here’s the catch: traditional long-term care insurance is disappearing, and the few policies still available are often too expensive, and if you don’t use them, you lose the money you paid in. Listen to learn about other strategies available.

    Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit.

    See omnystudio.com/listener for privacy information.

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    14 min