Kristina discusses what causes stress and anxiety for many new retirees. She covers volatility, inflation and interest rate uncertainty, and information overload from the 24/7 financial news cycle. She also talks about the many challenges to navigate including sequence-of-returns risk, income illusion, and striking that right balance of safety and growth in retirement.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

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Kristina discusses the complexities of retirement planning in 2026, covering market volatility, tax strategies, healthcare, and long-term care. Learn how to prepare a personalized, flexible retirement plan that addresses today's unique challenges.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

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Kristina examines the complexities of taxes in retirement and discusses how to help prevent your retirement income from triggering a hidden tax trap. She also covers other considerations such as IRMAA affecting your Medicare premiums and how improper withdrawal strategies could ripple into taxes, Social Security, and Medicare.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

See omnystudio.com/listener for privacy information.