Kristina opens witb a conversation on taxes and offers the reminder that even though the tax rates were extended, retirees should still know all the option available in proactive tax strategies. She talks about Roth conversions and the effect of taxes on Social Security and Medicare premiums. Kristina then moves into legacy planning with a conversation on a Charitable Remainder Trust.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

See omnystudio.com/listener for privacy information.

Kristina and Eric White discuss various strategies for retirement planning, focusing on the balance between security and growth. They explore investment options such as high-yield savings accounts, fixed annuities, and U.S. Treasury securities, while emphasizing the importance of employer-sponsored retirement plans and the differences between traditional and Roth IRAs. The discussion also covers the significance of comprehensive financial planning, the potential for market dips to create investment opportunities, and the necessity of considering healthcare and long-term care in retirement. Ultimately, the conversation aims to equip listeners with the knowledge to make informed decisions about their financial futures.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

See omnystudio.com/listener for privacy information.

Kristina explores the evolving landscape of retirement planning, emphasizing the importance of a comprehensive approach that includes financial strategies, health considerations, and personal fulfillment. She discusses the significance of being proactive in retirement planning, the psychological aspects of transitioning into retirement, and the necessity of understanding social security benefits and long-term care options. The dialogue is enriched with insights on how to navigate the complexities of retirement, ensuring that individuals can enjoy their golden years with confidence and purpose.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

See omnystudio.com/listener for privacy information.