🌏 Their son’s calling to be a missionary led Greg to India for a short trip to help serve others. 🇺🇸 Back in the U.S.A., their journey sparks talks of patriotism, and inflation climbing here at home. Kristin points out the difference in how inflation is reported lately, and what the numbers really mean for your wallet. Listen to learn why those of you in and near retirement need to pay attention to the numbers released, but more importantly your income in retirement. Plus, the complications of traveling today and the evolution of everything from appliances to retirement leads us to a conversation about simplicity.

👨‍💻 Legacy’s My Retirement Kit.

See omnystudio.com/listener for privacy information.

What should you expect from your first appointment with a financial advisor? 🤔 What should you walk away with after that first meeting? It may feel a little uncomfortable, but Greg and Kristin openly share what to expect, and what to not.

🛒 One grocery chain is spotlighting inflation as part of its marketing to gain customers. The same goes for popular fast food spots to get customers driving through again. 🍔 Competition is heating up, but we’ll uncover what it all means for your budget today and your retirement plan for the future. Learn what you CAN control to hopefully help you NOT run out of money during retirement!

🔗 Legacy’s My Retirement Kit

See omnystudio.com/listener for privacy information.

This week's discussion focuses on embracing the wisdom of the Baby Boomer generation and beyond for Gen X and below. We also explore one CEO's idea of eliminating the traditional retirement age of 65. 🤯 And highlight the obstacles those wishing to continue working past 65 in the current job market face.

See omnystudio.com/listener for privacy information.

📚 College is now a major financial decision, especially for Generation Z. After Greg and Kristin discuss college experiences, you'll hear considerations for the efficiency of your retirement taxes (especially with the Trump tax cuts scheduled to end in 2025, and Biden’s student loan forgiveness program underway). And what the "graduation" from accumulating to spending money involves.

The link mentioned in this episode is HERE.

See omnystudio.com/listener for privacy information.

💍 Marriage and retirement are both significant life milestones.

🤵‍♂️👰‍♀️ Several factors intersect when you retire. Greg and Kristin spotlight when and what you and your spouse should include as part of your “retirement talk.” Who better find out from than a couple who helps families retire on their terms?

Yes, the money and investment portfolio decisions matter, but listen and learn why there's more to iron out than just the financials! Plus, hear what one husband was brave enough to do in his wife’s kitchen when he stopped working.

Link mentioned in the episode:

👨‍💻 Legacy’s My Retirement Kit.

See omnystudio.com/listener for privacy information.

Will Trump and Biden debate before election day? We hope! 🇺🇸

Will Uncle Sam happily take more of your retirement money than is technically required? Maybe! 🤔

Will this married couple inform and be awkwardly entertaining on this episode? Yes! 👩‍❤️‍👨

A listener question about RMDs leads to learning why we might owe more taxes on our retirement accounts than we realize. Greg also shares a story about someone's Roth conversion strategy that illustrates how some can be more efficient with taxes in retirement, with the right planning. Listen to find out how to begin exploring that path on this week's episode, TODAY!

Links referenced in the podcast: Test My Retirement

See omnystudio.com/listener for privacy information.

🌭 Yup. This episode is like a stomach ache, kind of. But hey, with some home remedies, it's worth a listen!

Moody's Analytics found that regular American families are shelling out more moolah per month, paying a whopping $200 more for stuff than we did just a year ago! 😱 With money top of mind for all, Greg and Kristin look closer at this inflation thing and its sustainability, especially for retirees. Whether you’ve funded retirement with a 401(k), IRA, or OPERS... Every penny counts!

And remember the "trial of the century" in the mid-90s? Well, O.J. Simpson is making headlines again with what some are calling "the estate battle of the century." Greg and Kristin are NOT estate planning attorneys. However, their experience lends some "takeaway tips" if you or someone you love is worried about probate.

Link referenced in this episode:

👨‍💻 Legacy’s My Retirement Kit. https://www.legacyretirementgroup.com/my-retirement-kit-request

See omnystudio.com/listener for privacy information.

🍔🍟 Thanks to their local government, California, fast food workers now earn a minimum wage of $20 per hour. Greg and Kristin explain how this could lead to increased use of technology and AI, resulting in fewer human employees. 🤖 They explore strategies for giving yourself a raise during retirement, and important financial conversations married couples should have before retiring. 💍

How do these topics about retirement affect you? 🤔 Schedule a brief conversation with our team ☎ https://www.legacyretirementgroup.com/schedule-an-appointment

See omnystudio.com/listener for privacy information.