In this episode of Winning Retirement, Greg and Kristen discuss the question many retirees are asking: “Have we done enough?” They explain why retirement planning is about more than building wealth—it’s about creating reliable income, managing taxes, and maintaining your lifestyle.
You’ll also hear insights on diversification, Roth conversion strategies, and why the real goal of retirement planning is having the confidence to enjoy life without worrying about running out of money.
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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