Winning Retirement Radio
🎙️ 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.
Episodes
🌏 Their son’s calling to be a missionary led Greg to India for a short trip to help serve others. 🇺🇸 Back in the U.S.A., their journey sparks talks of patriotism, and inflation climbing here at home. Kristin points out the difference in how inflation is reported lately, and what the numbers really mean for your wallet. Listen to learn why those of you in and near retirement need to pay attention to the numbers released, but more...
What should you expect from your first appointment with a financial advisor? 🤔 What should you walk away with after that first meeting? It may feel a little uncomfortable, but Greg and Kristin openly share what to expect, and what to not.
🛒 One grocery chain is spotlighting inflation as part of its marketing to gain customers. The same goes for popular fast food spots to get customers driving through again. 🍔 Competition is he...
This week's discussion focuses on embracing the wisdom of the Baby Boomer generation and beyond for Gen X and below. We also explore one CEO's idea of eliminating the traditional retirement age of 65. 🤯 And highlight the obstacles those wishing to continue working past 65 in the current job market face.
See omnystudio.com/listener for privacy information.
📚 College is now a major financial decision, especially for Generation Z. After Greg and Kristin discuss college experiences, you'll hear considerations for the efficiency of your retirement taxes (especially with the Trump tax cuts scheduled to end in 2025, and Biden’s student loan forgiveness program underway). And what the "graduation" from accumulating to spending money involves.
The link mentioned in this episode is HERE.
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💍 Marriage and retirement are both significant life milestones.
🤵♂️👰♀️ Several factors intersect when you retire. Greg and Kristin spotlight when and what you and your spouse should include as part of your “retirement talk.” Who better find out from than a couple who helps families retire on their terms?
Yes, the money and investment portfolio decisions matter, but listen and learn why there's more to iron out than just the...
Will Trump and Biden debate before election day? We hope! 🇺🇸
Will Uncle Sam happily take more of your retirement money than is technically required? Maybe! 🤔
Will this married couple inform and be awkwardly entertaining on this episode? Yes! 👩❤️👨
A listener question about RMDs leads to learning why we might owe more taxes on our retirement accounts than we realize. Greg also shares a story about someone's Rot...
🌭 Yup. This episode is like a stomach ache, kind of. But hey, with some home remedies, it's worth a listen!
Moody's Analytics found that regular American families are shelling out more moolah per month, paying a whopping $200 more for stuff than we did just a year ago! 😱 With money top of mind for all, Greg and Kristin look closer at this inflation thing and its sustainability, especially for retirees. Whether you’ve funded reti...
🍔🍟 Thanks to their local government, California, fast food workers now earn a minimum wage of $20 per hour. Greg and Kristin explain how this could lead to increased use of technology and AI, resulting in fewer human employees. 🤖 They explore strategies for giving yourself a raise during retirement, and important financial conversations married couples should have before retiring. 💍
🧹 Greg and Kristin share actionable ideas to help spruce up your financial life this Spring! 🌼 Plus, learn if and when it makes sense to look into strategies that may help you plan toward a 0% tax bracket in retirement! (All situations differ).
If you’d like a copy of the My Retirement Kit they mention to help you get better organized, CLICK HERE to download yours today!
See omnystudio.com/listener for privacy informat...
The transition from working to retiring can feel uncertain for some. Find out what Greg believes is best to pair with a 401(k), 403 (b), or IRA. And it's not money-related!
We'll also chat about the new concept on social media for so-called passive income. Then, after Greg’s mini political explosion 🤯, he and Kristin spotlight the importance of work-life balance. But NOT the Bernie Sanders way, which is attempting to force compan...
🚘 With so many on the road, we swap spring break stories and find out the wonderful reason the Taylors are skipping the travel chaos for now!
Greg then shares how one couple he recently sat down with knew exactly what they wanted to do in retirement: Buy a home in Florida! ☀️ Don’t worry, not everyone knows how they want to spend their time and money in retirement, yet. Listen for tips on how to approach planning for your lifes...
After digesting the most recent State of the Union, Greg and Kristin share strategies investors may want to consider regarding retirement, social security, and even Medicare Part B and D during tax season.
Then we’ll talk about the market and how many economic predictions were way off. And, does that mean we're NOT expecting a financial crisis as bad as the pundits projected? Greg points out what he believes should be the top prio...
Greg and Kristin share how the tone and types of questions asked about retirement have changed over the last few elections, and how President Biden's canceling of $1.2 billion of student loan debt in February impacts us regarding future taxes. Campaign season is heating up, 🔥 and so is Greg!
Also, have you ever wondered why you put your money where it is? 🤔 If you're old enough to remember when bell-bottoms and bright color sty...
🚀 America landed on the moon for the first time in about 50 years on February, 22nd. 🌚 Don’t worry, we didn’t know until after it happened either!
But a total solar eclipse happening on April 8th. 👓☀️⚫ We’ll pass along what we know (Ohio should have a good view!), and address how some feel retirement is so far out of reach that it's another galaxy away! 🚀 It’s true that the “plug and play” pension-led retirement of previo...
Based on a couple's debate about how to handle a flat tire in the family car, you’ll learn a lot more about Greg & Kristin 👩❤️👨! They’ll also share signs to watch out for in case your retirement plan needs a tune-up. ⚠️ 🔧 If future taxation of the next few decades is a concern, especially considering it could diminish social security benefits, this episode is for you!
Bitcoin ETFs are one of the newest ways to invest, making it easier for investors to dip their toes into crypto if they desire. But should you? 🤔 By the time the news broke in January that the ETFs were available, investors had bid the price up by 155% for 2023! 🤯 Greg and Kristin share the 4 questions to consider before making any new investment or portfolio changes (especially something as volatile and new as Crypto). Plus, ...
Just as one cannot solely rely on computers for driving, we shouldn’t rely solely on 🖥️ for retirement success. Yes, technology makes certain aspects of investing easier and more streamlined. However, Greg and Kristin share why human input is necessary to ensure your retirement plan is tailored to your life.
They also discuss what to watch for on Wall Street and in the economic landscape, including the possibility of a pullback. ...
Looking at the headlines, the new year has started with some layoffs. Some companies are cutting jobs simultaneously, while others make cutbacks in stages. Remember, every layoff or buyout is NOT the same. If you’re navigating an unexpected job loss, listen as Greg shares steps to take, especially about the decisions you’re facing with your 401(k) or pension… And figuring out if you can go ahead and retire, or need to re-enter the ...
Does it matter if your advisors’ political mindset matches yours❓
We explore the importance of this alignment, especially in the context of ESG investing. Plus, diversification and recession are two widely used terms in the investment industry, and for good reason. Greg & Kristin also introduce a type of diversification that can be instrumental in mitigating the impact of a recession on your retirement savings, depending on ...
Weight loss shots and similar drugs are often talked about like they’re a magic bullet. So, this week we’re going to find out if there’s anything similar in the financial world for people having trouble figuring out how and when to retire, and how to approach that planning. 🤔
Then Greg and Kristin share a story of a listener with key questions about asset allocation and Roth conversions. Hear how they discovered that trying to ...
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