Kristina discusses the economic realities facing pre-retirees and retirees in the new retirement landscape. She emphasizes the importance of proper retirement planning and offers steps to ensure a successful retirement. The topics covered include diversifying portfolios, creating reliable income sources, understanding retirement milestones, and the role of artificial intelligence in financial planning. The conversation highlights the need for human expertise and care in financial planning, as AI cannot replace the human factor.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

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Kristina addresses the challenges faced by the wave of baby boomers retiring everyday. The retirement of 10,000 baby boomers every day has significant impacts on Social Security, Medicare, housing, and the workforce. It also raises concerns about taxes and legacy planning. The challenges faced by Social Security and Medicare, such as timing of benefits and rising healthcare costs, need to be addressed. The housing market is affected by boomers both downsizing and upsizing, as well as the demand for retirement communities. Planning for retirement should include budgeting, considering healthcare needs, and preparing for the go-go years of retirement. Kristina also discusses the implications of divorce in retirement, the importance of legacy planning, and the need for steady income in retirement.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

See omnystudio.com/listener for privacy information.

Kristina explores the financial regrets of retirees and the challenges they face in retirement planning. She delves into the impact of unexpected events, the role of women in retirement, and milestone ages for retirement planning. The discussion also covers the importance of tax planning and the need for confidence-building strategies for women approaching retirement. The conversation covers a wide range of retirement-related topics, including retirement age, social security, RMDs, Medicare, annuities, estate planning, dividend-paying stocks, and more.

Reach Kristina Ping Kepperling at 844-593-8188.

Powerful Legacy Insurance and Financial Services

See omnystudio.com/listener for privacy information.