Awkward Retirement Questions
In this conversation, Kristina discusses various aspects of retirement planning. The conversation covers topics such as early retirement considerations, managing debt in retirement, risk management, organizing and decluttering, healthcare considerations before 65, mental preparation for retirement,…
Basketball and Retirement?
In this conversation, Kristina discusses the importance of spring cleaning and refreshing the budget, building an emergency fund, managing debt, increasing retirement contributions, proactive tax planning, asset allocation and risk tolerance, emotional decision-making in retirement, reviewing finan…
What About These Taxes?
In this conversation Kristina discusses retirement saving strategies, with a focus on Roth accounts and conversions. She emphasizes the importance of considering future tax changes and the potential impact on retirement income. Kristina also explores proposed changes to Social Security and the evol…
Taxes in Retirement
The conversation covers various topics related to taxation in retirement, including the taxation of Social Security, pensions, interest-bearing accounts, stocks, bonds, mutual funds, traditional IRAs, 401(k)s, life insurance proceeds, savings bonds, annuities, and home sales. The conversation also …
The Retirement Checklist
Kristina covers what needs to be checked off this list before you retire. This includes budgeting, building income, healthcare and tax planning, legacy planning, and maximizing Social Security. She also offers tips to help make sure you’re in sync with your spouse as you approach retirement. You…
Retirement Game Day
In this episode, Kristina discusses how football plays can tie in with financial and retirement strategies. She emphasizes the importance of identifying and addressing retirement gaps, such as income shortfalls and health coverage gaps. Kristina also highlights the role of building a personal pensi…
The Un-Bucket List
We all know the bucket list so what would go in the un-bucket list? That would be things to avoid so you can have a successful retirement. That’s the discussion with Kristina at the beginning of the podcast as she talks about knowing when you can retire so you don’t work longer than necessary, no…
Financial Goals
Still in the New Year the podcast devotes time to considering financial goals or resolutions, how to approach them, and how to stay on track. These include everything from paying off debt to increasing your savings and more. You can reach Kristina Ping Kepperling at 844-823-6387. Powerful Legacy…
Breaking Down Annuities
Kristina answers the most frequently asked questions about annuities. How do they differ from traditional savings and brokerage accounts? What are the benefits and potential drawbacks? What types of annuities are there? Get the answers in this podcast. The conversation then shifts to that shif…
Avoid Sabotaging Your Retirement
Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer. Then we take a look at what a retirement portfolio stress test coul…