『Winning Retirement Radio』のカバーアート

Winning Retirement Radio

Winning Retirement Radio

著者： Greg and Kristin Taylor and Kristen Charles
無料で聴く

🎙️ 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.

2026 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
エピソード
  • When Retirement Changes Overnight

    When Retirement Changes Overnight
    2026/05/19

    In this heartfelt episode of Winning Retirement, Greg and Kristen discuss how quickly retirement plans can change when unexpected health challenges arise. Inspired by the ALS diagnoses of close friends and clients, they explore the emotional and financial impact serious illness can have on retirees and their families. Greg shares the story of a client whose retirement changed dramatically just months after leaving work, and why having a flexible plan in place helped provide peace of mind during a difficult time. They also break down the three major retirement risks—market volatility, taxes, and healthcare costs—and explain why true retirement planning goes far beyond investments alone. You’ll also hear why flexibility matters, the importance of family conversations, and how a comprehensive plan can help protect both your finances and your loved ones when life takes an unexpected turn.

    🗂️ Get Organized. Get Confident. Get Your FREE Retirement Kit from Legacy!

    See omnystudio.com/listener for privacy information.
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    9 分
  • Rich vs. Never Broke in Retirement

    Rich vs. Never Broke in Retirement
    2026/05/12

    Greg and Kristin explore an important retirement question: Is the goal to become wealthy—or simply make sure you never run out of money? Greg shares a personal story about losing everything in a childhood house fire and how it shaped his views on financial security. They also break down the difference between harmful debt and strategic debt in retirement, including when it may make sense to keep a mortgage rather than pay it off. They discuss cash flow, taxes, home equity lines of credit, and why retirement planning should fit your comfort level—not someone else’s definition of success.

    📄 Snag your FREE copy of Legacy's My Retirement Kit to help you get organized today!

    See omnystudio.com/listener for privacy information.
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    11 分
  • How Much Should You Help Your Adult Children?

    How Much Should You Help Your Adult Children?
    2026/05/05

    In this episode of Winning Retirement, Greg and Kristen start with some fun family stories before tackling a challenge many families face today. With rising housing costs and more young adults living at home, parents are helping more than ever—but how much is too much? They break down the difference between support and dependency, share real client scenarios, and explain why your retirement comes first. If you’re wondering how to help your kids without putting your own future at risk, this episode is for you.


    🔎 Feeling confident—or just want to be sure—you’re on the right path to your version of a Winning Retirement? Take a moment to complete a short form and schedule your complimentary consultation.

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