『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
無料で聴く

🎙️ 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.

2026 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
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  • Love, Retirement & Second Chances: The Money Talk Every Couple Needs

    Love, Retirement & Second Chances: The Money Talk Every Couple Needs
    2026/07/07

    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.

    See omnystudio.com/listener for privacy information.
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    12 分
  • The Hidden Cost of Caregiving

    The Hidden Cost of Caregiving
    2026/06/30

    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 explain why planning ahead can make all the difference.

    🔍 Gain clarity and confidence—book your no-cost retirement review today!

    See omnystudio.com/listener for privacy information.
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    9 分
  • Will Social Security Change? Why Your Retirement Income Needs a Backup Plan

    Will Social Security Change? Why Your Retirement Income Needs a Backup Plan
    2026/06/23

    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, and adjusting cost-of-living increases—and discuss why Social Security should be viewed as a foundation of retirement income, not the entire plan. You'll also hear why maximizing Social Security isn't always the same as maximizing your retirement, and why having a comprehensive income strategy may be more important than ever.

    🕒 Don’t leave retirement to chance—claim your FREE consultation now.

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