Kristina covers the critical aspects of retirement planning, addressing common myths and misconceptions that can lead to financial pitfalls. She emphasizes the importance of having a written retirement plan, understanding healthcare costs, and the limitations of Social Security. The discussion also covers tax strategies for retirement income, the challenges of early retirement, and the significance of planning for inflation.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

www.powerfultaxbill.com

See omnystudio.com/listener for privacy information.

Kristina and Eric White discuss the evolving landscape of retirement planning, emphasizing the need to reassess traditional strategies in light of current economic conditions. They explore the implications of inflation, the importance of understanding mortgage dynamics, and the financial responsibilities of grandparents. The conversation also addresses common retirement concerns, including healthcare costs, legacy planning, and the necessity of a comprehensive financial review.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

www.powerfultaxbill.com

See omnystudio.com/listener for privacy information.

Kristina talks about the essential elements of retirement planning, emphasizing the importance of intentional planning, disciplined savings, and strategic guidance. She explores various aspects of retirement, including income distribution strategies, proactive tax planning, healthcare costs, and the shift from accumulation to decumulation. The discussion highlights the need for a comprehensive review of income needs, the impact of inflation, and the importance of managing market volatility. Kristina provides insights into Roth conversions, required minimum distributions, and the significance of understanding one's risk tolerance in retirement planning.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

See omnystudio.com/listener for privacy information.