🇺🇸 This July 4th week Greg and Kristin embrace and celebrate patriotism, freedom, and hot dogs! 🌭

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What happens when life throws you a curveball and you don't have a plan? Don't worry! Greg and Kristin are here to tell you that your retirement dreams aren't necessarily doomed. With the right planning, you can still have a Winning Retirement. The first step, especially if you're married, is to get both of you involved in the investing and income planning process. Listen to hear the rest of the steps you need to take!

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Greg’s back from his mission trip with their son, which brings up a natural conversation about purpose during all stages of life, especially retirement!

Then, since he's seen the performance of clients' accounts under both Trump and Biden, we find out whose presidency has been best for Americans' 401(k)’s and overall retirement. 🇺🇸 We also openly discuss how the political divide feels larger than ever in America, and why no decision should be made out of fear. Plus, what you CAN do to be most efficient with your retirement... regardless of who occupies the Oval Office.

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The drive-thru used to be where you could grab a fast cheap meal. Boy do those days long gone due to inflation! 🍟+🍔+🥤= 🤯 We’ll reveal what national chain prices have risen the most in the past decade. Greg and Kristin then share what retirees, who are all on a fixed income in some way should consider to maintain their lifestyle in all areas of daily spending. Plus, Kristin finally gets an analogy right! 😉

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🌏 Their son’s calling to be a missionary led Greg to India for a short trip to help serve others. 🇺🇸 Back in the U.S.A., their journey sparks talks of patriotism, and inflation climbing here at home. Kristin points out the difference in how inflation is reported lately, and what the numbers really mean for your wallet. Listen to learn why those of you in and near retirement need to pay attention to the numbers released, but more importantly your income in retirement. Plus, the complications of traveling today and the evolution of everything from appliances to retirement leads us to a conversation about simplicity.

👨‍💻 Legacy’s My Retirement Kit.

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What should you expect from your first appointment with a financial advisor? 🤔 What should you walk away with after that first meeting? It may feel a little uncomfortable, but Greg and Kristin openly share what to expect, and what to not.

🛒 One grocery chain is spotlighting inflation as part of its marketing to gain customers. The same goes for popular fast food spots to get customers driving through again. 🍔 Competition is heating up, but we’ll uncover what it all means for your budget today and your retirement plan for the future. Learn what you CAN control to hopefully help you NOT run out of money during retirement!

🔗 Legacy’s My Retirement Kit

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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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