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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Inflation, Social Security & the Real Cost of Retirement
11:31

When Retirement Changes Overnight
09:20

Rich vs. Never Broke in Retirement
11:07