The Retirement Affordability Question

About this episode

Greg and Kristen discuss the essential question of retirement affordability and the broader aspects of retirement planning.

In this episode of Winning Retirement, Greg and Kristen discuss the question many retirees are asking: “Have we done enough?” They explain why retirement planning is about more than building wealth—it’s about creating reliable income, managing taxes, and maintaining your lifestyle. You’ll also hear insights on diversification, Roth conversion strategies, and why the real goal of retirement planning is having the confidence to enjoy life without worrying about running out of money.   ✍️ Ready to design your ideal retirement? Schedule a FREE consultation by completing this brief form.   See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Greg Taylor, Kristen Taylor, Kristen Charles

Topics covered

• retirement planning
• income management
• tax strategies
• lifestyle maintenance
• diversification
• Roth conversion

Keywords

• retirement
• affordability
• wealth building
• income
• taxes
• diversification
• Roth conversion
• confidence

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