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Kristina opens witb a conversation on taxes and offers the reminder that even though the tax rates were extended, retirees should still know all the option available in proactive tax strategies.  She talks about Roth conversions and the effect of taxes on Social Security and Medicare premiums.  Kristina then moves into legacy planning with a conversation on a Charitable Remainder Trust.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

 

 

 

 

Kristina opens witb a conversation on taxes and offers the reminder that even though the tax rates were extended, retirees should still know all the option available in proactive tax strategies.&nbsp; She talks about Roth conversions and the effect of taxes on Social Security and Medicare premiums.&nbsp; Kristina then moves into legacy planning with a conversation on a Charitable Remainder Trust.
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>
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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

Tax Strategies for Retirement

Kristina discusses the new look of retirement, emphasizing the shift in perception of aging and retirement. She talks about the importance of modern financial strategies, including social security optimization, healthcare cost management, and the role of women in financial planning. The dialogue highlights alarming statistics regarding retirement savings and the necessity of balancing growth and protection in retirement portfolios. Additionally, she addresses legislative risks and the implications of new healthcare policies on retirees, providing insights into effective retirement planning.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

 

Kristina discusses the new look of retirement, emphasizing the shift in perception of aging and retirement. She talks about the importance of modern financial strategies, including social security optimization, healthcare cost management, and the role of women in financial planning. The dialogue highlights alarming statistics regarding retirement savings and the necessity of balancing growth and protection in retirement portfolios. Additionally, she addresses legislative risks and the implications of new healthcare policies on retirees, providing insights into effective retirement planning.
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>
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Redefining Retirement: A New Era

Kristina explores the evolving landscape of retirement, emphasizing the need for modern planning strategies that account for longer lifespans, inflation, and emotional well-being.  She discusses the impact of technology, the importance of community engagement, and the complexities of tax implications in retirement. The dialogue also touches on legacy planning, the emotional aspects of transitioning into retirement, and the spiritual side of this life phase, highlighting the need for a comprehensive approach to ensure a fulfilling retirement experience.

 Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

 

 

Kristina explores the evolving landscape of retirement, emphasizing the need for modern planning strategies that account for longer lifespans, inflation, and emotional well-being.&nbsp; She discusses the impact of technology, the importance of community engagement, and the complexities of tax implications in retirement. The dialogue also touches on legacy planning, the emotional aspects of transitioning into retirement, and the spiritual side of this life phase, highlighting the need for a comprehensive approach to ensure a fulfilling retirement experience.
&nbsp;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>
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Modern Retirement Planning

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Last Segment Out

Kristina explores the distinct financial strategies and mindsets that set wealthy individuals apart from the rest.  She covers the importance of starting early with investments, maximizing tax-advantaged accounts, and the necessity of professional guidance in financial planning. The conversation also delves into legacy planning, emphasizing the need for clear communication about final wishes and estate management. Additionally, she analyzes popular money sayings, providing modern interpretations and practical advice for retirement planning. The episode concludes with listener questions, addressing common concerns about Social Security, budgeting for hobbies, and organizing retirement accounts.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

 

Kristina explores the distinct financial strategies and mindsets that set wealthy individuals apart from the rest.&nbsp; She covers the importance of starting early with investments, maximizing tax-advantaged accounts, and the necessity of professional guidance in financial planning. The conversation also delves into legacy planning, emphasizing the need for clear communication about final wishes and estate management. Additionally, she analyzes popular money sayings, providing modern interpretations and practical advice for retirement planning. The episode concludes with listener questions, addressing common concerns about Social Security, budgeting for hobbies, and organizing retirement accounts.
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>
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Tax Strategies for Retirement

Your Powerful Legacy Radio with Kristina Ping-Kepperling

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Your Powerful Legacy Radio with Kristina Ping-Kepperling

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