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Winning Retirement Radio

Winning Retirement Radio

著者： Greg and Kristin Taylor and Kristen Charles
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🎙️ 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 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Laundry Rules And Roth Strategies

    Laundry Rules And Roth Strategies
    2025/07/08

    In this episode, we go from laundry piles to financial files! We discuss whether we really have to wash new clothes before wearing them (spoiler: yes), and the importance of kids having household responsibilities.

    Then, the conversation shifts to another kind of clutter: unused subscriptions and hidden financial costs. Greg compares this to tax-deferred retirement accounts like 401(k)s—convenient now but potentially costly later. They break down the difference between delaying and saving on taxes, as well as the pros and cons of Roth conversions.

    Wondering if you’re on track for retirement? Fill out this short form for a FREE consultation.

    See omnystudio.com/listener for privacy information.
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    14 分
  • Love Languages, and Annuities: What Holds It All Together?

    Love Languages, and Annuities: What Holds It All Together?
    2025/07/01

    Greg and Kristin kick things off with a fun fact about sea otters that might just resemble Greg’s love language in real life. From playful jabs to deeper relationship dynamics, the conversation takes a meaningful turn, exploring the importance of planning and staying connected in retirement as well. They break down a real-life scenario: if you're 65 and have $300,000 set aside to put into a fixed indexed annuity, how much could it pay and for how long? The duo explains the three main income strategies for annuities—withdrawals, annuitization (aka "annui-cide"), and income riders—plus the pros, cons, and hidden details to watch out for. It’s everything you need to know about annuities with a dose of laughs, love, and financial wisdom.


    Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help become better organized.

    See omnystudio.com/listener for privacy information.
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    14 分
  • Real Talk for Retiring Without a Million Bucks

    Real Talk for Retiring Without a Million Bucks
    2025/06/24

    This week, we discuss small spending habits—such as eating out, using DoorDash, and daily coffee—that most Americans admit are wasteful but struggle to quit. Then we pivot to a bigger financial picture: retirement readiness! We share the story of a couple with over $500,000 saved who asked the key question: “Have we done enough?” Their journey reveals how thoughtful planning, balancing risk, and maximizing income sources can make retirement possible, even without a million-dollar nest egg.


    Ready to design your ideal retirement? Schedule a FREE consultation by completing this brief form.

    See omnystudio.com/listener for privacy information.
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    12 分

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