Kristina covers the critical differences between saving and investing, emphasizing the importance of balancing both for effective financial planning. She highlights the need to assess risk tolerance when investing and the new reality of planning for longer retirements due to increased life expectancy. The concept of phased retirement is introduced as a flexible approach to easing into retirement, allowing individuals to maintain social connections and financial stability. Additionally, the discussion touches on legacy planning, including the creation of trusts to support future generations without fostering financial dependency.
Reach Kristina at 844-823-6387.
Powerful Legacy Insurance and Financial Services
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