Winning Retirement Radio

De: Greg and Kristin Taylor and Kristen Charles
  • Resumen

  • 🎙️ 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.

    2025 Legacy Retirement Group
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Episodios
  • Are Annuities The Answer to Volatility?
    Mar 11 2025

    In this episode, Greg and Kristin dive into the world of annuities, breaking down the key differences, including their advantages and disadvantages, to help you navigate retirement income concerns. 📸 Plus, the interesting story behind the first-ever selfie and when it was taken!


    Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help get organized:

    See omnystudio.com/listener for privacy information.

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    12 m
  • Is Volatility Here To Stay?
    Mar 4 2025

    This week's episode covers encouraging economic news regarding Americans and debt, the significance of maintaining an emergency fund as you approach or enter retirement, and advice for those worried about market volatility and risk exposure.

    Unsure if you’re on track for retirement? Fill out this short form for a FREE consultation.

    See omnystudio.com/listener for privacy information.

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    12 m
  • Couples, Get Comfortable and Let’s Talk Money!
    Feb 25 2025

    From investing to spending, budgeting, and even charitable giving, maintaining open communication about finances is crucial for couples. 👩‍❤️‍👨 Greg and Kristin share how they avoid money miscommunications, and how they encourage the families they help to do the same.

    Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit to help you get organized.

    ________________

    See omnystudio.com/listener for privacy information.

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    11 m

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