Kristina discusses the critical importance of having a structured retirement plan. She covers various aspects of retirement planning, including the psychological benefits of having a plan, generational differences in retirement confidence, outdated strategies, and the significance of estate planning. The discussion also covers practical advice on maximizing 401k contributions, understanding the implications of the 4% rule, and the importance of addressing long-term care needs. Overall, the conversation emphasizes the need for personalized financial strategies that align with individual values and goals.
Reach Kristina at 844-823-6387.
Powerful Legacy Insurance and Financial Services