Kristina discusses various tips and strategies to help listeners prepare for retirement. They cover topics such as Roth opportunities, managing student loan debt, eliminating required minimum distributions (RMDs) on Roth 401(k)s, catch-up contributions, delaying Social Security, sequence of returns risk, downsizing or relocating in retirement, combating inflation, and the importance of communication and planning for couples. She also touches on the importance of understanding fees and commissions that can eat away at retirement savings. Kristina discusses the importance of understanding and managing fees in investment portfolios. She highlights the various fees associated with mutual funds, index funds, and exchange-traded funds, and emphasizes the need for transparency in fee structures.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services