The Transition to Retirement

Kristina discusses the various aspects of retirement, focusing on the financial and emotional changes that come with this significant life transition.  She points out the loss of predictable income, the importance of budgeting, the impact of losing employer benefits like health insurance, and the need for a solid spending plan. Additionally, she delves into tax strategies, particularly Roth conversions, and the importance of having a cohesive financial plan that includes communication among financial professionals. Reach Kristina and the team at 844-823-6387. Powerful Legacy Insurance and Financial Services www.yourpowerfullegacy.com  See omnystudio.com/listener for privacy information.