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Winning Retirement Radio

Winning Retirement Radio

Auteur(s): Greg and Kristin Taylor and Kristen Charles
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À propos de cet audio

🎙️ Greg and Kristen Taylor, along with their co-host Kristen Charles, explore down-to-earth tips and strategies to help pre and current retirees better achieve their goals.

📊 With discussions about everything from balancing risk, to 401(k) rollovers, Roth conversions, pension decisions, withdrawal strategies, taxes in retirement, income planning, Social Security, and most importantly... your lifestyle!

👫 Greg and Kristin's goal is to help you have confidence in your transition into retirement, and for years to come by helping you create a personalized plan for your retirement.

Have specific questions? Schedule a 15-minute call with a team member.

Greg Taylor is an investment adviser representative of Legacy Advisory Network, LLC, a registered investment advisor with the state of Ohio. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Legacy Advisory Network, LLC, and this radio station are not affiliated. The investment ideas and financial vehicles discussed here should not be considered to be personalized investment advice, nor are these recommendations to buy or sell any particular investment or product. The information should not be considered tax or legal advice. Individuals should first consult with competent tax, legal, accounting, and other professionals regarding the applicability and suitability of any investment ideas. Past performance is not a guarantee of future results. Investments will fluctuate, and when redeemed may be worth more or less than when originally invested. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company.

2025 Legacy Retirement Group Finances personnelles Gestion et leadership Économie
Épisodes
  • Because Mom Said So: Outdated Rules and Smarter Retirement Strategies

    Because Mom Said So: Outdated Rules and Smarter Retirement Strategies
    Oct 28 2025

    Revisiting the “rules” we grew up with—and the financial ones that could be hurting your retirement.

    We all remember the rules our parents swore by—don’t sit too close to the TV, wear your coat, turn off that car light! Greg and Kristen share a few laughs about those old sayings, then connect them to the outdated financial “rules” many retirees still follow.

    They break down why classics like the 4% rule, the Rule of 100, and “never touch your principal” may no longer make sense—and explain the new mindset smart retirees are using today. Plus, they highlight the real retirement ages that matter: the Rule of 55, 59½, 65, and 73.

    If you want to retire confidently, it’s time to know which rules to keep, which to toss, and the one rule Greg lives by: protect your income, grow the rest!

    🕒 Don’t leave retirement to chance—claim your FREE consultation now.

    See omnystudio.com/listener for privacy information.
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    13 min
  • The Truth Hurts (But It Helps): Why Honesty Matters With Your Doctor—and Your Advisor

    The Truth Hurts (But It Helps): Why Honesty Matters With Your Doctor—and Your Advisor
    Oct 21 2025

    Honesty isn’t just good for your health—it’s vital for your wealth.

    A new study finds that up to 80% of adults admit to lying to their doctors about their lifestyle habits—usually to avoid judgment or bad news. Greg and Kristen open up about how this same fear can show up in retirement planning, too. From family stories about Kristen’s late father-in-law (and his famous iron-skillet cake) to the emotional side of discussing spending habits and savings goals, they reveal why honesty—especially when it’s uncomfortable—is the key to a healthier life and a stronger financial future. Greg also shares how a “functional medicine” approach to health inspired the way he helps families uncover the root causes of financial stress.


    💬 Ready for your own “financial check-up”? Schedule a call with us to get started!

    See omnystudio.com/listener for privacy information.
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    12 min
  • Taxes in Retirement: How to Maximize Income and Minimize What You Owe

    Taxes in Retirement: How to Maximize Income and Minimize What You Owe
    Oct 14 2025

    Learn how to keep more of your money in retirement with smart income and tax strategies!

    Most people picture Social Security or a 401(k) when they think about retirement income — but that’s just the beginning. In this episode of Winning Retirement, Greg and Kristen explain how to coordinate multiple income streams, from pensions and IRAs to RMDs, dividends, and rental income, while keeping taxes as low as possible. Learn how to identify your real retirement income need, create a comfortable spending plan, and discover why a 10–20% cushion can make all the difference.



    ✅ Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit: https://www.legacyretirementgroup.com/podcast-request

    See omnystudio.com/listener for privacy information.
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    13 min
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