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.

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.

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.

How much money do you need to retire? Will your taxes go down, and will you really spend less once you stop working? Those familiar assumptions could leave gaps in your retirement plan.

Greg and Kristen Taylor of Legacy Retirement Group in Columbus, Ohio, unpack four common retirement myths, including the belief that strong investment returns mean your retirement is on track. Hear how two retired teachers’ pensions changed their savings needs, why required minimum distributions (RMDs) can complicate your tax picture, and how more free time can mean more spending.

Whether you’re approaching retirement or already there, learn why your income sources, lifestyle, taxes, and risks tell you more than a savings milestone alone.

Have questions about your own retirement? Connect with the team at LegacyRetirementGroup.com.

See omnystudio.com/listener for privacy information.

What if you’re afraid of losing money in retirement, but your spouse is comfortable taking investment risks? How much should you keep in cash—and how do you build a retirement plan that works for both of you?

Greg and Kristen Taylor of Legacy Retirement Group in Columbus, Ohio, explore retirement planning for couples with different spending habits, financial fears, and risk tolerance. Through a real client story and their own married-life banter, they explain how reliable retirement income, cash reserves, and investments can work together to support shared goals.

Learn how to talk through money disagreements, understand what helps each spouse feel secure, and plan for a retirement you can both enjoy.

Have questions about your own retirement plan? Visit LegacyRetirementGroup.com.

See omnystudio.com/listener for privacy information.

We tend to notice dramatic risks, but what happens when the paycheck stops? Greg and Kristin discuss why market downturns can feel different in retirement, how withdrawals can compound losses, and why inflation, taxes, healthcare costs, and longevity all deserve a place in a written retirement plan.

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How often should you really check your retirement accounts? In this episode of Winning Retirement, Greg and Kristen explain why watching your portfolio every day can fuel anxiety and lead to emotional decisions. They discuss what retirees should actually look for during portfolio reviews, why your risk tolerance matters, and how a purposeful retirement strategy can help you stay focused on long term goals instead of short term headlines. Plus, learn how a three bucket approach to growth, dependable income, and liquid savings can help create greater confidence through changing markets and economic conditions.

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Being told you’re “97% likely” to have enough money for retirement may sound reassuring, but retirement is more than a probability on a spreadsheet. In this episode of Winning Retirement, Greg and Kristen explain how to determine whether you’re truly ready to retire by looking at reliable income, Social Security and pensions, lifestyle expenses, income gaps, inflation, and market risk. They also discuss why the transition from saving money to withdrawing it requires a different strategy and how segmenting assets for income, growth, and liquidity can help create a more purposeful retirement plan.

Because the real question isn’t simply, “Do I have enough to retire?” It’s “Do I have a plan that lets me live the retirement I want with confidence?”

See omnystudio.com/listener for privacy information.