• A Royal Retirement

  • Sep 20 2024
  • Length: 54 mins
  • Podcast

A Royal Retirement

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  • Summary

  • Kristina discusses the lessons we can learn from historical monarchs about money and apply them to retirement planning. She explores the financial strategies of Henry VIII, Louis XVI, Philip II, and Charles I, highlighting the importance of long-term planning, proactive financial management, transparency, and accountability. She also emphasizes the need to avoid overextending oneself, make wise spending decisions, and seek the guidance of a financial advisor. Kristina explains the concept of the financial red zone, which refers to the period close to retirement where individuals need to be conservative with their finances and have a decumulation strategy.

    Reach Kristina at 844-823-6387.

    Powerful Legacy Insurance and Financial Services

    See omnystudio.com/listener for privacy information.
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