Americans do a lot of giving, and often, that giving mindset doesn’t change when you stop working. In retirement, there are efficient ways to give that some take advantage of. In fact, Kristin shares how one woman made her qualified charitable distribution (QCD) goals come to life despite some paperwork obstacles.

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

See omnystudio.com/listener for privacy information.

Retirement can be a challenging transition. This week, we discuss how to tailor your retirement plans to your unique situation, considering your budget, portfolio, income, and more. We'll also explore the "normal" expectations of retirement and share stories of people enjoying their unique retirement lifestyles.

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

See omnystudio.com/listener for privacy information.

In this episode, Greg and Kristin dive into the world of annuities, breaking down the key differences, including their advantages and disadvantages, to help you navigate retirement income concerns. 📸 Plus, the interesting story behind the first-ever selfie and when it was taken!

Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized:

See omnystudio.com/listener for privacy information.

This week's episode covers encouraging economic news regarding Americans and debt, the significance of maintaining an emergency fund as you approach or enter retirement, and advice for those worried about market volatility and risk exposure.

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

See omnystudio.com/listener for privacy information.

From investing to spending, budgeting, and even charitable giving, maintaining open communication about finances is crucial for couples. 👩‍❤️‍👨 Greg and Kristin share how they avoid money miscommunications, and how they encourage the families they help to do the same.

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

________________

See omnystudio.com/listener for privacy information.

We discuss tax season and what you need to know if you're approaching age 73 and preparing to take Required Minimum Distributions (RMDs). We'll cover important topics such as how much you need to withdraw, penalties and fees to avoid, and the benefits of Qualified Charitable Distributions (QCDs). By the end of this episode, you should have a clearer understanding of your future tax obligations in retirement.

Wondering if you’re on track with your future taxes in retirement? Click here for a FREE Retirement Tax Map Report.

_________________

See omnystudio.com/listener for privacy information.

Does your advisor address how you’ll use your money in retirement? Have they helped you create a plan to be tax-efficient with your portfolio when you stop working? Hear insight into those questions, plus Greg’s “why” on this week’s episode.

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

___________________

See omnystudio.com/listener for privacy information.

Did you know you could become a marketing target if the probate process enters your world? Greg and Kristin aren’t attorneys, but legacy and estate planning conversations are consistent with retirement planning. Listen as they share why being “sold” any product isn’t a good idea.

Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized.

_____________

See omnystudio.com/listener for privacy information.