Kristina explores the importance of understanding spending patterns, the impact of medical expenses, and the necessity of having a solid financial plan that includes a fun fund for enjoyable activities. The discussion also highlights the significance of prioritizing bucket list items and planning for seasonal spending variations to ensure a fulfilling retirement experience. Kristina covers essential strategies for retirement planning, focusing on financial foundations, the importance of the go-go years, and navigating the financial red zone. She emphasizes the need for proper budgeting, smart spending, and understanding tax implications, particularly regarding Roth conversions and Medicare premiums.
Reach Kristina at 844-823-6387.
Powerful Legacy Insurance and Financial Services
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