We touch on Tom Cruise’s latest Mission: Impossible, and his intent to never retire, then shift to Warren Buffett’s advice to invest in a low-cost S&P 500 index fund. While that might work for younger investors, Greg and Kristin warn retirees to be cautious. Market drops can seriously impact income in retirement! Their takeaway: don’t follow headlines blindly. Build a plan with your portfolio that balances income, growth, and safety, especially as you near retirement.

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Greg and Kristin dive into a pressing issue affecting more families than ever before: the increasing need for long-term care in America. You’ll hear a personal caregiving experience, a journey that has become common among friends, neighbors, and loved ones. But here’s the catch: traditional long-term care insurance is disappearing, and the few policies still available are often too expensive, and if you don’t use them, you lose the money you paid in. Listen to learn about other strategies available.

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Greg and Kristen discuss tipping trends and why some people tip less with digital prompts. They also break down Required Minimum Distributions (RMDs): when to take them, how they’re taxed, and strategies to avoid costly mistakes.

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After discussing the differences between being frugal and being cheap, Greg and Kristin highlight why many retirees find it challenging to begin spending their money. In addition to having an investment and income plan, creating a spending plan is essential. Retirement represents a significant life change that many people fail to recognize, and transitioning from saving to spending from your portfolio is a crucial part of this shift. We also examine what retirement may look like for those who own a business and wish to pass it on to their children.

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We recap Uber's weird lost and found items and share a tale of a misfortune-stricken philanthropist.

Then explore the rewards of generosity. Kristin will also provide us with an update on the latest developments at Dare For More, one of her beloved charities.

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After discovering that Greg and Kristin work and exercise together, we shift our focus to family matters. We examine the various reasons why retirees sometimes provide financial assistance to their adult children. Listen for stories that shed light on both sides of this important issue.

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Google searches for "how to reduce stress" have reached a record high. With the markets responding to tariff news, many individuals with retirement funds on Wall Street are feeling uneasy. Greg and Kristin discuss the importance of having a plan that considers challenging times so that your income isn’t dependent on the uncertainties of the market!

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This week, we're discussing everyday things that make us feel unsettled or uncomfortable. One topic that stands out is Math Anxiety. This issue can create significant challenges during retirement. If memories of Geometry and Algebra are causing you to avoid your financial and retirement planning, remember that you don’t have to tackle it all by yourself! Greg and Kristin talk about “doing the math” to NOT run out of money in retirement.

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