We’ve had a busy few weeks in American politics! The old news is that Biden bowed out of a second term and endorsed Kamala Harris as the Democratic nominee. Days before, there was an assassination attempt on Trump, and days later Vance became his running mate. Greg and Kristin address how the political whirlwind of “unprecedented” news CAN impact our retirement accounts, and what to consider. Plus, the old-school way that kids are connecting!See omnystudio.com/listener for privacy information.
Jul 23, 2024
9 min
Now that J.D. Vance has been announced as Trump’s VP pick, how does that impact the trajectory of the election and the future of your personal economy? Greg and Kristin also discuss how well the S&P 500 has been going this year, and what to keep in mind. 👨💻 Legacy’s My Retirement Kit: https://www.legacyretirementgroup.com/podcast-requestSee omnystudio.com/listener for privacy information.
Jul 16, 2024
11 min
Greg and Kristin discuss the most recent presidential debate, and what it means for our financial bottom line. Right or left some are feeling uncertain about the future of their personal economy, Wall Street, and the trajectory of our nation. With so many unknowns, Greg and Kristin remind us to start accounting for what’s necessary for our personal income plans.See omnystudio.com/listener for privacy information.
Jul 9, 2024
9 min
🇺🇸 This July 4th week Greg and Kristin embrace and celebrate patriotism, freedom, and hot dogs! 🌭 See omnystudio.com/listener for privacy information.
Jul 2, 2024
8 min
What happens when life throws you a curveball and you don't have a plan? Don't worry! Greg and Kristin are here to tell you that your retirement dreams aren't necessarily doomed. With the right planning, you can still have a Winning Retirement. The first step, especially if you're married, is to get both of you involved in the investing and income planning process. Listen to hear the rest of the steps you need to take!See omnystudio.com/listener for privacy information.
Jun 25, 2024
13 min
Greg’s back from his mission trip with their son, which brings up a natural conversation about purpose during all stages of life, especially retirement! Then, since he's seen the performance of clients' accounts under both Trump and Biden, we find out whose presidency has been best for Americans' 401(k)’s and overall retirement. 🇺🇸 We also openly discuss how the political divide feels larger than ever in America, and why no decision should be made out of fear. Plus, what you CAN do to be most efficient with your retirement... regardless of who occupies the Oval Office. See omnystudio.com/listener for privacy information.
Jun 18, 2024
20 min
The drive-thru used to be where you could grab a fast cheap meal. Boy do those days long gone due to inflation! 🍟+🍔+🥤= 🤯 We’ll reveal what national chain prices have risen the most in the past decade. Greg and Kristin then share what retirees, who are all on a fixed income in some way should consider to maintain their lifestyle in all areas of daily spending. Plus, Kristin finally gets an analogy right! 😉See omnystudio.com/listener for privacy information.
Jun 11, 2024
11 min
🌏 Their son’s calling to be a missionary led Greg to India for a short trip to help serve others. 🇺🇸 Back in the U.S.A., their journey sparks talks of patriotism, and inflation climbing here at home. Kristin points out the difference in how inflation is reported lately, and what the numbers really mean for your wallet. Listen to learn why those of you in and near retirement need to pay attention to the numbers released, but more importantly your income in retirement. Plus, the complications of traveling today and the evolution of everything from appliances to retirement leads us to a conversation about simplicity. 👨💻 Legacy’s My Retirement Kit. See omnystudio.com/listener for privacy information.
May 28, 2024
24 min
What should you expect from your first appointment with a financial advisor? 🤔 What should you walk away with after that first meeting? It may feel a little uncomfortable, but Greg and Kristin openly share what to expect, and what to not. 🛒 One grocery chain is spotlighting inflation as part of its marketing to gain customers. The same goes for popular fast food spots to get customers driving through again. 🍔 Competition is heating up, but we’ll uncover what it all means for your budget today and your retirement plan for the future. Learn what you CAN control to hopefully help you NOT run out of money during retirement! 🔗 Legacy’s My Retirement KitSee omnystudio.com/listener for privacy information.
May 21, 2024
19 min
This week's discussion focuses on embracing the wisdom of the Baby Boomer generation and beyond for Gen X and below. We also explore one CEO's idea of eliminating the traditional retirement age of 65. 🤯 And highlight the obstacles those wishing to continue working past 65 in the current job market face.See omnystudio.com/listener for privacy information.
May 14, 2024
8 min
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