We’re embracing the flavors of fall! But did you know there's an extra “tax” on many pumpkin-spiced products? 🎃 And did you know when you retire, your taxes may increase too? With the Trump Tax cuts set to expire at the end of 2025, Greg and Kristin share how to best take advantage of what’s available NOW. Plus, we reveal the intentional reason we turn to other professionals for some types of planning, such as Medicare, wills and trusts, and some inheritance planning.

👨‍💻 Snag a copy of Legacy’s My Retirement Kit to help you get organized!

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Greg shares 5 reasons why talking about money is vitally important when near or in retirement, along with a story that illustrates why talking to the right person for where you are in life is key. Greg and Kristin also discuss a controversial income option some consider for retirement dollars, along with strategies that are usually worth avoiding, and why.

👨‍💻 Grab a copy of Legacy’s My Retirement Kit to help you get organized: https://www.legacyretirementgroup.com/podcast-request

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Many Americans feel they aren’t getting enough sleep, including some of our podcast crew! 😴 Why? Everyone's reason is very different. But if you are losing sleep about having enough money, listen as we discuss what formula is best when estimating how much income is needed in retirement. Then we share the key cost many forget about, so that you're better prepared!

👨‍💻 Grab a copy of Legacy’s My Retirement Kit to help you get organized: https://www.legacyretirementgroup.com/podcast-request

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After catching up on fall flavors, Hallmark Movies, and more…

Greg and Kristin address the importance of not allowing the news cycle to dictate your decisions. Hear what Greg believes is the biggest asset for those transitioning into retirement, and why free social security reports aren’t as helpful as they used to be.

👉 Snag a copy of Legacy’s My Retirement Kit to help you get organized.

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This week we discuss a nostalgic company making a marketing change, and what our team is currently receiving many calls about: Concerns about retirement accounts with the election chaos looming. Greg explains what to consider to help diversify your portfolio for retirement when it comes to the unexpected on Wall Street, along with the various ways to invest. Plus, they debunk a “myth” about retirement!

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Greg and Kristin share the top 5 items soon-to-be and current retirees should pause and pay attention to between now and the end of the year. Don’t worry, if you feel you’re behind… You are not alone!

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How often should you check your retirement accounts? Maybe you set money aside in stocks on Wall Street, a 401(k)s, or a Roth IRA Greg explains why your age and allocations matter when answering that question.

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Days ago Kristin returned from Guatemala on fire for Dare For More Ministries! 🌎

CEO Reba Bowman shares the impact they’re having, along with the biggest needs. From safe houses providing physical, emotional, and spiritual protection for women in crisis, along with training centers that empower women to safely provide for themselves… Hear why Dare For More Ministries outreach isn’t mainly focused on women stateside, but instead where these resources are most needed. Learn about their programs that help prevent poverty and abuse by showing women how to create income, and stop the cycle of abuse for mothers and children worldwide.

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