In celebration of political arguing being down to a simmer, we address another controversial American topic... FOOD! 🥪 Then Greg & Kristin share ideas for your retirement money when it comes to being tax efficient in 2024, along with how to best plan for taxes in retirement moving forward. Plus, their personal bucket list travel goals! 🌎 If you’re near or in retirement and have a 401(k), IRA, or other retirement account as part of your portfolio, this tax information could be very helpful before 2024 ends!

And if you’d like help getting organized, download a FREE copy of Legacy’s My Retirement Kit.

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Especially these days, making sure you get what you pay for is a priority. Legacy recently had an interesting inquiry regarding portfolio management fees and fiduciary financial advisors. Greg & Kristen explain why there are fees, how they work, and what should come along with the fees you pay. Listen to find out what value to seek when paying your advisor!

👨‍💻 Grab a copy of Legacy’s My Retirement Kit to help you get your retirement better organized.

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Most of us are relieved the fear-based election ads ending, both right and left. It’s been intense! Greg and Kristin share how they help families create retirement plans that can withstand big uncertainties, and not give into fear. Plus, some ideas on how to most efficiently hand down or inherit retirement accounts.

👨‍💻 Grab a FREE copy of Legacy’s My Retirement Kit to get more organized.

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We’re embracing the flavors of fall! But did you know there's an extra “tax” on many pumpkin-spiced products? 🎃 And did you know when you retire, your taxes may increase too? With the Trump Tax cuts set to expire at the end of 2025, Greg and Kristin share how to best take advantage of what’s available NOW. Plus, we reveal the intentional reason we turn to other professionals for some types of planning, such as Medicare, wills and trusts, and some inheritance planning.

👨‍💻 Snag a copy of Legacy’s My Retirement Kit to help you get organized!

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Greg shares 5 reasons why talking about money is vitally important when near or in retirement, along with a story that illustrates why talking to the right person for where you are in life is key. Greg and Kristin also discuss a controversial income option some consider for retirement dollars, along with strategies that are usually worth avoiding, and why.

👨‍💻 Enjoy a copy of Legacy’s My Retirement Kit to help you get organized!

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Many Americans feel they aren’t getting enough sleep, including some of our podcast crew! 😴 Why? Everyone's reason is very different. But if you are losing sleep about having enough money, listen as we discuss what formula is best when estimating how much income is needed in retirement. Then we share the key cost many forget about, so that you're better prepared!

👨‍💻 Grab a copy of Legacy’s My Retirement Kit to help you get organized: https://www.legacyretirementgroup.com/podcast-request

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After catching up on fall flavors, Hallmark Movies, and more…

Greg and Kristin address the importance of not allowing the news cycle to dictate your decisions. Hear what Greg believes is the biggest asset for those transitioning into retirement, and why free social security reports aren’t as helpful as they used to be.

👉 Snag a copy of Legacy’s My Retirement Kit to help you get organized.

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This week we discuss a nostalgic company making a marketing change, and what our team is currently receiving many calls about: Concerns about retirement accounts with the election chaos looming. Greg explains what to consider to help diversify your portfolio for retirement when it comes to the unexpected on Wall Street, along with the various ways to invest. Plus, they debunk a “myth” about retirement!

👨‍💻 Grab a FREE copy of Legacy’s My Retirement Kit to help you get organized for the future!

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