Inflation, Hot Dogs, Tea, and O.J.

🌭 Yup. This episode is like a stomach ache, kind of. But hey, with some home remedies, it's worth a listen! Moody's Analytics found that regular American families are shelling out more moolah per month, paying a whopping $200 more for stuff than we did just a year ago! 😱 With money top of mind f…

Can You Increase Your Wages In Retirement

🍔🍟 Thanks to their local government, California, fast food workers now earn a minimum wage of $20 per hour. Greg and Kristin explain how this could lead to increased use of technology and AI, resulting in fewer human employees. 🤖 They explore strategies for giving yourself a raise during retirem…

5 Takeaway Tips For Spring Cleaning Your Finances

🧹 Greg and Kristin share actionable ideas to help spruce up your financial life this Spring! 🌼  Plus, learn if and when it makes sense to look into strategies that may help you plan toward a 0% tax bracket in retirement! (All situations differ). If you’d like a copy of the My Retirement Kit they…

Can You Find Confidence Without a Paycheck?

The transition from working to retiring can feel uncertain for some. Find out what Greg believes is best to pair with a 401(k), 403 (b), or IRA. And it's not money-related! We'll also chat about the new concept on social media for so-called passive income. Then, after Greg’s mini political explosi…

Good News and Retirement Goals

🚘 With so many on the road, we swap spring break stories and find out the wonderful reason the Taylors are skipping the travel chaos for now!  Greg then shares how one couple he recently sat down with knew exactly what they wanted to do in retirement: Buy a home in Florida! ☀️  Don’t worry, not e…

The State Of Your Retirement Tax Bill

After digesting the most recent State of the Union, Greg and Kristin share strategies investors may want to consider regarding retirement, social security, and even Medicare Part B and D during tax season. Then we’ll talk about the market and how many economic predictions were way off. And, does t…

Invest With Purpose, Especially During Political Chaos

Greg and Kristin share how the tone and types of questions asked about retirement have changed over the last few elections, and how President Biden's canceling of $1.2 billion of student loan debt in February impacts us regarding future taxes. Campaign season is heating up, 🔥 and so is Greg!  Als…

Exploring Unknowns of Space and Retirement

🚀 America landed on the moon for the first time in about 50 years on February, 22nd. 🌚  Don’t worry, we didn’t know until after it happened either!  But a total solar eclipse happening on April 8th. 👓☀️⚫  We’ll pass along what we know (Ohio should have a good view!), and address how some feel r…

Tips To Keep Your Retirement Running Smoothly

Based on a couple's debate about how to handle a flat tire in the family car, you’ll learn a lot more about Greg & Kristin 👩‍❤️‍👨!  They’ll also share signs to watch out for in case your retirement plan needs a tune-up. ⚠️ 🔧  If future taxation of the next few decades is a concern, especially co…

Should You Join The Bitcoin ETF Boom?

Bitcoin ETFs are one of the newest ways to invest, making it easier for investors to dip their toes into crypto if they desire. But should you? 🤔  By the time the news broke in January that the ETFs were available, investors had bid the price up by 155% for 2023!  🤯  Greg and Kristin share the 4 …