When kids leave home, they don’t just move away—they tug on their parents’ hearts, too. Greg and Kristen share the laughs (and frustrations) of watching their son head to college—828 miles away—with a questionable dorm-room haircut to prove his independence. From daily check-ins (or lack thereof) to mom’s Life360 “stalking,” this episode blends family stories with financial wisdom. The Taylors also dive into the dangers of lump-sum payouts, why some pensions and sweepstakes winners run out of money, and how careful planning can help protect both your nest egg and your peace of mind.

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Getting married later in life? Things can get… awkward. From “lady friends” to prenups, Greg and Kristen unpack the not-so-romantic side of love after 50—like protecting your retirement, keeping kids’ inheritances fair, and why Medicaid doesn’t care about your prenup. It’s funny, a little uncomfortable, but super important.

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It turns out that fewer young adults are reaching traditional milestones, such as moving out, getting married, and starting families. After Greg and Kristen share how that contrasts with their own family’s journey, the conversation turns to retirees and how they are prime targets for marketing — and how to filter through the noise. They share practical advice for spotting red flags, verifying sources, and making sure financial products and lifestyle purchases align with your overall plan. Whether you’re considering a senior living community, a travel package, or even gold and Bitcoin ads, this episode helps you focus on what you really need and avoid blowing your budget on shiny objects.

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Greg and Kristen share their own family screen-time confessions along with America's, and how neighbors are turning movie nights into community fun! Then, they shift gears to retirement: When does a Roth conversion really make sense, and how can it protect your lifestyle and legacy? From screen habits to financial habits, this episode is all about finding balance in the digital age—and in your retirement planning.

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When do most Americans really fall asleep—and is sharing a bed helping or hurting? Kristen admits she struggles to drift off while Greg can be snoring in seconds (though he’ll never admit it). Later, Greg and Kristen delve into the “free steak dinner” seminars, exploring why they attract retirees and how to distinguish between genuine education and high-pressure sales pitches.

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Greg and Kristin dive into the surprising news that you can now use Venmo and PayPal to “donate” toward the U.S. national debt. The conversation quickly shifts to a larger point: the government is always seeking new ways to generate revenue, and retirees with well-built nest eggs could become targets. From required minimum distributions to potential tax changes down the road, they explain why having a smart tax plan matters more than ever.

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Kristin and Greg dive into a new survey ranking America’s top bottled water brands—complete with strong opinions, unexpected picks, and even a little “bougie” vs. budget debate. Then the conversation shifts to serious retirement talk, with Greg outlining the key questions to ask when interviewing financial advisors, how different fee structures work, and why a truly customized retirement plan matters more than a cookie-cutter approach. It’s part lighthearted taste test, part essential financial checklist!

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This week, we discuss the new iPhone emojis and the surprising truth behind the “prayer” hands—before shifting gears into a real conversation about balance. We explore why many workers leave paid time off unused, how our team balances productivity and personal life, and the parallels between work-life balance and smart retirement planning. Whether it’s juggling risk and safety in your portfolio or making sure you actually take that vacation, it’s all about finding the mix that works for you!

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