In this episode, the team at Legacy Retirement Group uses everyday household efficiency challenges as a powerful analogy for retirement readiness. Greg and Kristen explain how many people think they’re being efficient—whether it’s with energy usage or their investment portfolio—but hidden leaks often go unnoticed until conditions change. Hear how market volatility can expose inefficiencies in a portfolio, and why diversification isn’t just owning multiple funds. If you want to stop wasting heat, money, and peace of mind, this episode helps you find—and fix—the leaks.
🔍 Gain clarity and confidence—book your no-cost retirement review today!

Will Your Money Last as Long as You Do?
07:54

What Will You Leave Behind? Building a Legacy Beyond Money
11:24

How Retirement Planning Has Changed: What Still Works—and What Doesn't Anymore
12:04