Winning Retirement Radio

By: Greg and Kristin Taylor and Kristen Charles
  • Summary

  • 🎙️ 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.

    2024 Legacy Retirement Group
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Episodes
  • Christmas & Your RMD Checklist
    Dec 24 2024

    We embrace this wonderful time of year, talk gift-giving within our means, and RMD spending.

    🎄 Merry Christmas from Greg, Kristin, and the entire team!


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

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    See omnystudio.com/listener for privacy information.

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    11 mins
  • Middle-Class Retirement Planning
    Dec 17 2024

    According to the Census Bureau, being middle-class in America means making about $80k a year. Instead of wondering how you measure up, Greg and Kristin explain how they continue to many in the middle class to retire confidently, based on the savings they’ve socked away. Listen to learn more about the retirement transition, and how the middle class can pull off a comfortable retirement with the right planning.

    Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized: https://www.legacyretirementgroup.com/podcast-request

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    See omnystudio.com/listener for privacy information.

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    12 mins
  • Christmas & Traveling in Retirement
    Dec 10 2024

    Hear about how one couple has a goal of going from workaholics to traveling in retirement. Greg and Kristin explain how planning a trip is similar in many ways to planning for income in retirement. Yes, your portfolio, 401(k) and pension matter… But listen to hear why lifestyle is what often guides financial planning.

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

    https://www.legacyretirementgroup.com/schedule-an-appointment

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    See omnystudio.com/listener for privacy information.

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    12 mins

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