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
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 Sec...
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...
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 m...
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 th...
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 the...
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 head...
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 ...
Retirement may solve the work question, but it can create an unexpected one: What gives my life purpose now?
In this episode of Winning Retirement, Greg and Kristen explore why some retirees struggle with boredom, a sense of lost identity, and a lack of direction after leaving their careers. They share real-life examples of retirees who found renewed purpose through travel, volunteering, stronger relationships, physical activity, f...
Should you retire at 65, pay off your mortgage, move your investments to safety, or claim Social Security because that’s what everyone else seems to do? Not necessarily.
In this episode of Winning Retirement, Greg and Kristen explain why some of the most common retirement decisions shouldn’t be made simply because they’re considered “normal.” They discuss retiring before Medicare eligibility, balancing...
What happens when retirement throws you something you didn’t plan for? In this episode of Winning Retirement, Greg and Kristen explain why preparing for retirement is a lot like preparing for a big game—you may have great players and plenty of savings, but you still need a strategy.
They discuss why the transition from saving for retirement to living on your savings changes the game, how a written retirement plan can he...
One of the biggest fears in retirement is running out of money. In fact, one survey found that 67% of Americans worry more about outliving their savings than dying. In this episode of Winning Retirement, Greg and Kristin discuss how to turn retirement uncertainty into confidence with a plan designed to provide reliable income through changing markets and economic conditions. They explore retirement income planning, taxes, healthcar...
What does it really mean to leave a legacy? In this episode of Winning Retirement, Greg and Kristin share the treasured keepsakes and family memories that mean more than money—and discuss why planning what happens to your belongings can be an important part of retirement and estate planning. From organizing important documents and identifying valuable assets to giving meaningful possessions to loved ones while you're still he...
Retirement planning has evolved just as dramatically as the shift from manual transmissions to today's high-tech vehicles. In this episode of Winning Retirement, Greg and Kristen Taylor explore which retirement principles have stood the test of time—and which strategies no longer work in today's financial world.
They discuss why guaranteed pensions have become rare, how longer life expectancies have changed retirement pl...
Do you really need $1 million—or more—to retire comfortably? In this episode of Winning Retirement, Greg and Kristen break down a recent Investopedia study estimating that the average American couple needs $1.16 million for retirement and explain why there's no universal retirement number.
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What will your family remember—and inherit—when you're gone? In this heartfelt episode of Winning Retirement, Greg and Kristen Taylor explore the difference between leaving behind possessions, wealth, and a lasting legacy. Inspired by estate sales and treasured family heirlooms, they discuss why the most valuable inheritance is often character, faith, and family values.
They also explain practical estate planning strate...
How much money do you need to retire comfortably in the United States? Is $1 million enough? And how much savings does it take to generate $100,000 a year in retirement income? In this episode of Winning Retirement, Greg and Kristen answer common retirement-planning questions and explain why there is no one-size-fits-all retirement number. They discuss the ...
Greg and Kristin share stories from their own relationship before diving into the unique financial challenges of dating and remarriage later in life. From blending finances and protecting assets to estate planning, prenups, family dynamics, and retirement strategies, they explain why honest money conversations are essential before saying "I do" again.
✅ Your retirement deserves a plan—grab your complimentary consultation.
More Americans are finding themselves caring for aging parents while preparing for their own retirement. In this episode, Greg and Kristen discuss the emotional and financial realities of caregiving, share personal and client stories, and offer practical strategies to help families protect both their loved ones and their retirement. From budgeting and legal planning to long-term care and having difficult family conversations, they ...
A new report warns that Social Security's trust fund could run short of reserves by 2032, potentially leading to benefit reductions if lawmakers fail to act. In this episode of Winning Retirement, Greg and Kristen break down what that could mean for retirees and whether claiming benefits early is the right move.
They explore possible solutions Congress may consider—including higher payroll taxes, raising the retirement age, a...
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