Recipe for Retirement

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 overwhel…

Bridging the Retirement Gaps

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 …

Gen X: You’re Next

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. Kri…

Control Your Financial Emotions

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 p…

A Royal Retirement

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, trans…

Economies of Past Presidents

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 learn…

Sidestep the Missteps

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 m…

The Financial Red Zone

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 t…

Roth Conversions

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 Ba…

The Steps to Retirement

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 …