Winning Retirement Radio copertina

Winning Retirement Radio

Winning Retirement Radio

Di: 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.

2026 Legacy Retirement Group Economia Finanza personale Gestione e leadership Leadership
Episodi
  • What Should You Do When Your Financial Advisor Leaves?

    What Should You Do When Your Financial Advisor Leaves?
    Oct 27 2026

    Your financial advisor is leaving. Should you stay with the firm or find someone new—and what should you ask before deciding?

    On this episode of Winning Retirement Radio, Greg and Kristin Taylor of Legacy Retirement Group discuss how to evaluate your next advisor, especially as you approach retirement. Learn why the decision goes beyond investment performance and includes retirement income planning, tax strategies, Social Security, Medicare, and the value you get for your fees.

    You’ll also hear practical ways to prepare for unexpected expenses, why Legacy works with independent attorneys and accountants, and how a written retirement plan can give you more freedom to choose when to stop working.

    Have questions about your next chapter? Connect with the team in Columbus, Ohio, at LegacyRetirementGroup.com.

    See omnystudio.com/listener for privacy information.
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    13 min
  • Will Your Retirement Income Keep Up With Inflation?

    Will Your Retirement Income Keep Up With Inflation?
    Oct 20 2026

    How do you plan for retirement when everything keeps getting more expensive? And should you pay off a car before retiring or use savings to avoid a monthly payment?

    Greg and Kristin Taylor of Legacy Retirement Group in Columbus, Ohio, discuss how to build a retirement budget that accounts for today’s bills and tomorrow’s rising costs. They explain how a written retirement income plan can help you understand what you can spend and prepare for changing needs.

    In this episode of Winning Retirement, you’ll learn:

    • How car payments and major purchases affect your retirement budget.
    • How spending may change through the go-go, slow-go, and no-go years.
    • How a three-bucket approach separates money for cash reserves, everyday income, and long-term growth.
    • Why income, taxes, and investments belong in the same retirement planning conversation.

    Wondering how your savings could translate into retirement income? Connect with the team at LegacyRetirementGroup.com.

    See omnystudio.com/listener for privacy information.
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    11 min
  • Bonus Episode: Can You Afford to Stay in Your Home in Retirement? With Senator Michelle Reynolds

    Bonus Episode: Can You Afford to Stay in Your Home in Retirement? With Senator Michelle Reynolds
    Oct 19 2026

    Could rising property taxes and housing costs change your retirement plans? And does downsizing actually save money?

    In this bonus episode of Winning Retirement, Kristin Taylor and Kristin Charles welcome Ohio State Senator Michelle Reynolds to discuss affordability and the financial pressures facing Ohio retirees and their families.

    They discuss property tax relief, why moving to a smaller home may cost more, and how helping adult children with housing and childcare can affect your retirement budget. Reynolds also shares the family experiences that shaped her commitment to public service and why staying informed matters for your financial future.

    Have questions about how rising expenses fit into your retirement plan? Connect with the team at LegacyRetirementGroup.com.

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