Navigating Peak 65: The Retirement Wave
The conversation explores the significant milestone of Peak 65, where a large number of baby boomers are reaching retirement age. Kristina discusses the implications of this demographic shift on social security and healthcare, emphasizing the importance of planning for a longer retirement. The dis…
Understanding Active Risk Management
In this conversation, Kristina discusses essential strategies for preparing for retirement, focusing on risk management, longevity, and the implications of cryptocurrency in financial planning. She emphasizes the importance of having a comprehensive income plan, understanding the risks associated w…
Understanding Behavioral Finance
Kristina explores the concept of behavioral finance and its implications for retirement planning. She discusses how emotions and psychological factors influence financial decisions and the importance of having a comprehensive retirement plan. Kristina also shows how military strategies can be appl…
The 2025 Retirement Landscape
Kristina points out the complexities of retirement planning in 2025, emphasizing the importance of protecting retirement savings amidst market volatility. She outlines strategies for wealth protection, intelligent growth, and the significance of understanding risk tolerance and tax planning. The em…
Get Financially Fit
Kristina explores the parallels between physical fitness and financial fitness. She discusses how maintaining a healthy lifestyle can be compared to managing one's finances, emphasizing the importance of consistent contributions, balance, and risk management. The conversation covers various fitnes…
The Power of Retirement Planning
Kristina and Eric White discuss critical concerns retirees will face in 2025, emphasizing the importance of planning, employer resources, and the role of technology in retirement planning. They also share insightful quotes about saving and financial security, highlighting the need for a personalize…
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…