『Winning Retirement Radio』のカバーアート

Winning Retirement Radio

Winning Retirement Radio

著者： Greg and Kristin Taylor and Kristen Charles
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このコンテンツについて

🎙️ 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 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • Milestones, Marketing, and Making Smart Choices

    Milestones, Marketing, and Making Smart Choices
    2025/09/16

    It turns out that fewer young adults are reaching traditional milestones, such as moving out, getting married, and starting families. After Greg and Kristen share how that contrasts with their own family’s journey, the conversation turns to retirees and how they are prime targets for marketing — and how to filter through the noise. They share practical advice for spotting red flags, verifying sources, and making sure financial products and lifestyle purchases align with your overall plan. Whether you’re considering a senior living community, a travel package, or even gold and Bitcoin ads, this episode helps you focus on what you really need and avoid blowing your budget on shiny objects.


    ✍️ Ready to design your ideal retirement? Schedule a FREE consultation by completing this brief form.

    See omnystudio.com/listener for privacy information.
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    12 分
  • Screen Time, Streaming, and Smart Retirement Moves

    Screen Time, Streaming, and Smart Retirement Moves
    2025/09/09

    Greg and Kristen share their own family screen-time confessions along with America's, and how neighbors are turning movie nights into community fun! Then, they shift gears to retirement: When does a Roth conversion really make sense, and how can it protect your lifestyle and legacy? From screen habits to financial habits, this episode is all about finding balance in the digital age—and in your retirement planning.

    🗂️ Get Organized. Get Confident. Get Your FREE Retirement Kit from Legacy!

    See omnystudio.com/listener for privacy information.
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    11 分
  • Snoring Secrets & The Truth About Free Steak Dinners

    Snoring Secrets & The Truth About Free Steak Dinners
    2025/09/02

    When do most Americans really fall asleep—and is sharing a bed helping or hurting? Kristen admits she struggles to drift off while Greg can be snoring in seconds (though he’ll never admit it). Later, Greg and Kristen delve into the “free steak dinner” seminars, exploring why they attract retirees and how to distinguish between genuine education and high-pressure sales pitches.

    😴 Don’t lose sleep over your retirement! Contact us for a FREE check-up today!

    See omnystudio.com/listener for privacy information.
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    13 分
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