Winning Retirement Radio

After a piece of financial trivia, we reminisce about how we have spent our “piggy bank” money over the years.

Restaurants and stores use various strategies to maximize profits. Don't most industries? That’s why Greg and Kristin are leaning on their experiences to share the top 5 things you should consider when hiring a financial advisor, especially in or near retirement. If you have an investment portfolio or 401(k) and are approaching age 60 or older, this episode is for you!  

2 personal experiences remind us how technology can help our financial life, but why trusting our instincts remains the best way to avoid getting ripped off. Kristin even shares an idea families could use to help mitigate the risk of some scams. Whether it's your bank account, retirement funds, or credit, you should take extra steps to protect yourself from fraud to be safe. Greg also talks about the fiduciary standard and the "Legacy Standards" our awesome team follows.  

Before Biden backed out, his administration announced another round of student loan forgiveness... Bringing total student loan forgiveness to $168.5 billion! Greg and Kristin discuss how this and other forgiveness programs encourage a "Robinhood" mentality. Plus, we hear insight from their Generation Z son and how Alexa is trying to help Gen X and Baby Boomers keep up with what Gen Z is saying! See omnystudio.com/listener for privacy information.

We’ve had a busy few weeks in American politics!  The old news is that Biden bowed out of a second term and endorsed Kamala Harris as the Democratic nominee. Days before, there was an assassination attempt on Trump, and days later Vance became his running mate. Greg and Kristin address how the political whirlwind of “unprecedented” news CAN impact our retirement accounts, and what to consider. Plus, the old-school way that kids are connecting!See omnystudio.com/listener for privacy information.

Now that J.D. Vance has been announced as Trump’s VP pick, how does that impact the trajectory of the election and the future of your personal economy? Greg and Kristin also discuss how well the S&P 500 has been going this year, and what to keep in mind.   

Greg and Kristin discuss the most recent presidential debate, and what it means for our financial bottom line. Right or left some are feeling uncertain about the future of their personal economy, Wall Street, and the trajectory of our nation. With so many unknowns, Greg and Kristin remind us to start accounting for what’s necessary for our personal income plans.See omnystudio.com/listener for privacy information.

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!See omnystudio.com/listener for privacy information.

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. 

The drive-thru used to be where you could grab a fast cheap meal. Boy do those days long gone due to inflation! 

What should you expect from your first appointment with a financial advisor?

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.

Will Trump and Biden debate before election day?  We hope!