Winning Retirement Radio

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.

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📚 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.

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💍 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 helpsfamilies 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.

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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

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🌭 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

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🍔🍟 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

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🧹 Greg and Kristin share actionable ideas to help spruce up your financial life this Spring! 🌼 Plus, learn if and when it makes sense to look into strategies that may help you plan toward a 0% tax bracket in retirement! (All situations differ).

If you’d like a copy of the My Retirement Kit they mention to help you get better organized, CLICK HERE to download yours today!

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The transition from working to retiring can feel uncertain for some. Find out what Greg believes is best to pair with a 401(k), 403 (b), or IRA. And it's not money-related!

We'll also chat about the new concept on social media for so-called passive income. Then, after Greg’s mini political explosion 🤯, he and Kristin spotlight the importance of work-life balance. But NOT the Bernie Sanders way, which is attempting to force companies to reduce the workweek to 4 days without cutting pay or benefits for workers. 🤔 If that doesn't add up to you either, listen to this episode!

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

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🚘 With so many on the road, we swap spring break stories and find out the wonderful reason the Taylors are skipping the travel chaos for now!

Greg then shares how one couple he recently sat down with knew exactly what they wanted to do in retirement: Buy a home in Florida! ☀️ Don’t worry, not everyone knows how they want to spend their time and money in retirement, yet. Listen for tips on how to approach planning for your lifestyle in retirement.

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After digesting the most recent State of the Union, Greg and Kristin share strategies investors may want to consider regarding retirement, social security, and even Medicare Part B and D during tax season.

Then we’ll talk about the market and how many economic predictions were way off. And, does that mean we're NOT expecting a financial crisis as bad as the pundits projected? Greg points out what he believes should be the top priority when investing, and it isn’t predicting market volatility.

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