Resolutions of a Financial Nature
Kristina discusses the rising trend of financial resolutions among Americans as they approach the new year. She explores the impact of financial health on overall well-being, strategies for effective saving, the importance of accountability, and tax strategies for retirement planning. Eric White o…
Ready for Retirement?
Kristina discusses the feasibility of retiring in three years or less, emphasizing the importance of planning for health insurance, maximizing retirement savings, and understanding social security benefits. She explores mortgage strategies and the emotional transition into retirement, highlighting …
Financial Habits of Millionaires
Kristina points out the financial habits and strategies of millionaires, emphasizing the importance of proactive planning, professional guidance, and understanding the implications of retirement penalties, healthcare costs, and taxes. She explores how adopting a millionaire mindset can help indivi…
2025: Retirement Planning Changes
Kristina covers significant changes in retirement planning set to take effect in 2025, including higher contribution limits, the implications of required minimum distributions (RMDs), and the benefits of Qualified Longevity Annuity Contracts (QLACs). The discussion also delves into tax strategies f…
Preserve Your Retirement Wealth
Kristina discusses the critical aspects of wealth preservation and retirement planning. She emphasizes the importance of having a comprehensive plan that includes tax strategies, diversification, emergency funds, and estate planning. She also highlights the need for proper insurance and the danger…
Crypto, Gold, and Silver
Kristina addresses the various concerns surrounding retirement, including the importance of understanding Social Security timing, health considerations, the impact of inflation, and common mistakes retirees make. She emphasizes the need for proactive planning and personalized financial advice to n…
Recipe for Retirement
Kristina compares the features of various entrees to sound approaches to retirement planning. Examples include a layered approach like with lasagna, customization to personal taste as in tacos, and taking calculated risks as people would with oysters. She also helps simplify the somewhat overwhel…
Bridging the Retirement Gaps
Kristina talks about the essential aspects of preparing for retirement, including understanding readiness, maximizing savings, budgeting, social security strategies, healthcare planning, and the importance of communication and proactive planning. She emphasizes the need for a comprehensive review …
Gen X: You’re Next
Kristina discusses the importance of financial planning across different life stages, particularly focusing on retirement strategies for Gen Xers. The discussion covers the significance of starting early with savings, understanding risk tolerance, and the need for comprehensive estate planning. Kri…
Control Your Financial Emotions
Kristina discusses the significant role emotions play in financial planning and retirement. She emphasizes the importance of understanding and managing emotions such as fear, anger, and disgust when making financial decisions. The discussion also covers practical strategies for year-end financial p…