Kristina discusses the five basic steps to retirement planning: income planning, expense management, investment management, healthcare and long-term care planning, and estate planning. She emphasizes the importance of following these steps to create a solid foundation for retirement. Kristina also explores various income options in retirement, including Social Security, pensions, annuities, real estate, options contracts, and limited partnerships.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

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Kristina discusses various retirement-related topics, including retirement savings, regrets, retirement destinations, and Social Security. She highlights the financial challenges faced by retirees, particularly women, and the importance of comprehensive financial planning. She also touches on the potential solutions for the Social Security funding issue, such as raising the cap on payroll taxes. Overall, the conversation emphasizes the need for individuals to plan and save for retirement to ensure a comfortable and secure future.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

See omnystudio.com/listener for privacy information.

Kristina speaks to some recent financial news stories and ties them in to retirement planning. Topics include retirement savings, regrets, retirement destinations, and Social Security. She highlights the financial challenges faced by retirees, particularly women, and the importance of comprehensive financial planning.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

See omnystudio.com/listener for privacy information.