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
💍 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 ...
⛽ A fueling station flashback leads to an interesting and touching customer service conversation with the Legacy team. 🤖 And with AI's popularity increasing, many wonder if it makes sense to possibly pay less for a robo advisor to manage investments for retirement instead of having a fiduciary financial advisor help. Greg and Kristin point out the pros and cons and share some options you may have with your 401(k), especially if ...
Greg & Kristin ring in the new year realizing how fast the kids are growing up! 🤯
Then go through ways some are suggesting to recession-proof your retirement this year, including why they believe we should be cautious of using precious metals for protection. 🥳 The start of a New Year often inspires people to change a few things in their lifestyle, including sometimes adjusting their retirement date. What should you keep in ...
🎄 Christmas is coming! After we share how our team is celebrating, you’ll hear how Greg felt a true calling to help people near and in retirement, along with what entrepreneurs should focus on for a successful retirement.
They also address tax mistakes to avoid before the end of the year when it comes to taxes and retirement, and how having an income plan is key for ALL that retire.
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🧑💻 Schedule a 15...
If retirement is on your horizon, listen as Greg & Kristin address the 5 steps to take if you’re hoping to retire in 2025, at least according to the Motley Fool. Most importantly they expand on why these steps are key.
Then we stick with the number ⑤ by going through what Kiplinger says are “5 Ways to Help Fill Costly Holes in Your Retirement Plan.” Greg and Kristin illustrate why reading an article can't fix your retirement o...
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