May 27, 2019
Greg & Kristen discuss “tuning out the noise” with country music superstar Kenny Chesney, along with how to focus on what really matters. And if you’re thinking about dialing back the risk in your portfolio, you’ll find out why it’s essential that you get unbiased insight and truly “tune out the...
May 20, 2019
Find out how much risk you can truly afford to take with your investment dollars, and what retirement rules to watch out for. Greg and Kristin will also share the story of a client they were able to recently empower with the knowledge that she’s able to retire earlier than she thought… if she chooses to!
May 13, 2019
After Greg & Kristin reveal some tax reduction strategies you may not be aware of, you’ll hear their blood pressure rise while discussing the real-life dilemma some boomer parents face when deciding between having a comfortable retirement, and financially supporting millennial kids. For Greg & Kristin, the choice is...
May 6, 2019
Inflation, taxes, and healthcare can decrease our portfolio quickly. But Greg & Kristin will explain how market risk is actually the biggest threat to your wealth when you’re over 55. Plus, a funny movie impression (at the expense of Greg) reminds us that $1 million doesn’t go as far as it used to.