Winning Retirement Radio

After discussing the differences between being frugal and being cheap, Greg and Kristin highlight why many retirees find it challenging to begin spending their money. In addition to having an investment and income plan, creating a spending plan is essential. Retirement represents a significant life change that many people fail to recognize, and transitioning from saving to spending from your portfolio is a crucial part of this shift. We also examine what retirement may look like for those who own a business and wish to pass it on to their children.