TEASE

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 overwhelming task of saving for retirement.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

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 overwhelming task of saving for retirement.
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>
<a href="https://www.yourpowerfullegacy.com">www.yourpowerfullegacy.com</a>

Recipe for Retirement

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 of retirement plans to ensure individuals are on track to meet their goals and maintain their desired lifestyle in retirement.  She also covers the various gaps that can hinder retirement planning, including knowledge, resources, self-doubt, and empowerment. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

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 of retirement plans to ensure individuals are on track to meet their goals and maintain their desired lifestyle in retirement.  She also covers the various gaps that can hinder retirement planning, including knowledge, resources, self-doubt, and empowerment. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>
<a href="https://www.yourpowerfullegacy.com">www.yourpowerfullegacy.com</a>

Bridging the Retirement Gaps

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. Kristina emphasizes the unique challenges faced by Gen Xers, including debt management and the absence of traditional pensions, while providing actionable advice for maximizing retirement contributions and ensuring financial security. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

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. Kristina emphasizes the unique challenges faced by Gen Xers, including debt management and the absence of traditional pensions, while providing actionable advice for maximizing retirement contributions and ensuring financial security. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Gen X:  You’re Next

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 planning, including required minimum distributions (RMDs), maximizing contributions, and preparing for healthcare costs in retirement. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

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 planning, including required minimum distributions (RMDs), maximizing contributions, and preparing for healthcare costs in retirement. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Control Your Financial Emotions

Kristina discusses the lessons we can learn from historical monarchs about money and apply them to retirement planning.  She explores the financial strategies of Henry VIII, Louis XVI, Philip II, and Charles I, highlighting the importance of long-term planning, proactive financial management, transparency, and accountability.  She also emphasizes the need to avoid overextending oneself, make wise spending decisions, and seek the guidance of a financial advisor.  Kristina explains the concept of the financial red zone, which refers to the period close to retirement where individuals need to be conservative with their finances and have a decumulation strategy. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses the lessons we can learn from historical monarchs about money and apply them to retirement planning.  She explores the financial strategies of Henry VIII, Louis XVI, Philip II, and Charles I, highlighting the importance of long-term planning, proactive financial management, transparency, and accountability.  She also emphasizes the need to avoid overextending oneself, make wise spending decisions, and seek the guidance of a financial advisor.  Kristina explains the concept of the financial red zone, which refers to the period close to retirement where individuals need to be conservative with their finances and have a decumulation strategy. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

A Royal Retirement

Kristina explores the intersection of presidential races and economic policies and how they could affect financial futures, particularly for those nearing or enjoying retirement. She discusses past presidents and the economic policies of their administrations, highlighting lessons that can be learned.  She touches on topics such as high inflation, high interest rates, Social Security taxation, and the Affordable Care Act. The conversation emphasizes the importance of proper retirement planning, including budgeting, living within one's means, and avoiding procrastination. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina explores the intersection of presidential races and economic policies and how they could affect financial futures, particularly for those nearing or enjoying retirement. She discusses past presidents and the economic policies of their administrations, highlighting lessons that can be learned.  She touches on topics such as high inflation, high interest rates, Social Security taxation, and the Affordable Care Act. The conversation emphasizes the importance of proper retirement planning, including budgeting, living within one's means, and avoiding procrastination. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Economies of Past Presidents

Kristina shares proactive strategies to sidestep common errors and secure a comfortable and stress-free retirement. She emphasizes the importance of starting retirement planning early, even in your 20s, and highlights the benefits of saving even small amounts. She also discusses the importance of managing debt, prioritizing contributions to investments, and considering Roth conversions to lessen the impact of required minimum distributions (RMDs). Additionally, Kristina emphasizes the need for long-term care planning, maintaining a healthy lifestyle, and setting financial goals that go beyond just money. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina shares proactive strategies to sidestep common errors and secure a comfortable and stress-free retirement. She emphasizes the importance of starting retirement planning early, even in your 20s, and highlights the benefits of saving even small amounts. She also discusses the importance of managing debt, prioritizing contributions to investments, and considering Roth conversions to lessen the impact of required minimum distributions (RMDs). Additionally, Kristina emphasizes the need for long-term care planning, maintaining a healthy lifestyle, and setting financial goals that go beyond just money. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Sidestep the Missteps

Kristina discusses important considerations for individuals who are five years away from retirement.  She covers topics such as financial preparedness, debt management, healthcare planning, social security maximization, estate planning, and lifestyle goals in retirement.  Kristina also emphasizes the importance of updating estate plans regularly, considering tax implications, and communicating with loved ones about digital assets. 

 Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses important considerations for individuals who are five years away from retirement.  She covers topics such as financial preparedness, debt management, healthcare planning, social security maximization, estate planning, and lifestyle goals in retirement.  Kristina also emphasizes the importance of updating estate plans regularly, considering tax implications, and communicating with loved ones about digital assets. 
 Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

The Financial Red Zone

Kristina discusses the topic of Roth conversions and whether they make sense for individuals. They explore the differences between Roth contributions and conversions, the tax implications of conversions, and the potential benefits for estate planning.  Kristina also discusses the challenges that Baby Boomers face in retirement, including the lack of pensions and low retirement savings. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses the topic of Roth conversions and whether they make sense for individuals. They explore the differences between Roth contributions and conversions, the tax implications of conversions, and the potential benefits for estate planning.  Kristina also discusses the challenges that Baby Boomers face in retirement, including the lack of pensions and low retirement savings. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Roth Conversions

Kristina discusses the five basic steps to retirement planning: income planning, expense management, investment management, healthcare and long-term care planning, and estate planning. She emphasizes the importance of following these steps to create a solid foundation for retirement. Kristina also explores various income options in retirement, including Social Security, pensions, annuities, real estate, options contracts, and limited partnerships. 

 Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses the five basic steps to retirement planning: income planning, expense management, investment management, healthcare and long-term care planning, and estate planning. She emphasizes the importance of following these steps to create a solid foundation for retirement. Kristina also explores various income options in retirement, including Social Security, pensions, annuities, real estate, options contracts, and limited partnerships. 
 Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

The Steps to Retirement

Kristina Ping-Kepperling provides vital information on proper retirement planning.  The author of the book "The Retirement Train" discusses the strategies that can be custom fit for you in implementing her "on track retirement system."  These strategies include building income, employing proactive tax strategies, and the pitfall protection people need to maintain a long retirement.

Kristina Ping-Kepperling provides vital information on proper retirement planning.&nbsp; The author of the book "The Retirement Train" discusses the strategies that can be custom fit for you in implementing her "on track retirement system."&nbsp; These strategies include building income, employing proactive tax strategies, and the pitfall protection people need to maintain a long retirement.

Your Powerful Legacy Radio with Kristina Ping-Kepperling

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