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Winning Retirement Radio

Winning Retirement Radio

De : Greg and Kristin Taylor and Kristen Charles
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🎙️ 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 Direction Economie Finances privées Management et direction
Épisodes
  • Could the National Debt Affect Your Retirement Taxes?

    Could the National Debt Affect Your Retirement Taxes?
    Nov 10 2026

    Could the growing national debt affect how much of your 401(k) or IRA you get to spend in retirement? A four-cent dispute at the Columbus airport gets Greg and Kristin Taylor talking about a much bigger bill: the interest on the national debt!

    Listen and learn what higher tax rates could mean for withdrawals from traditional IRAs, 401(k)s, and other tax-deferred accounts. They also touch on where Social Security and Medicare fit into the conversation and share questions to ask now about how much of your retirement income you’ll actually have to spend after taxes.

    See omnystudio.com/listener for privacy information.
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    12 min
  • Are Annuities Good or Bad for Retirement? Understanding Fees and Lifetime Income

    Are Annuities Good or Bad for Retirement? Understanding Fees and Lifetime Income
    Nov 3 2026

    Is an annuity a smart way to create retirement income? How much could you be paying in fees, and what should you ask before buying one?

    Greg and Kristin Taylor of Legacy Retirement Group in Columbus, Ohio, explain why the answer depends on the annuity and what you need it to accomplish. Through real-life examples, they share how fees and income benefits can differ, where annuities may fit into a written retirement income plan, and why some retirees don’t need one.

    You’ll learn about variable annuities, fixed indexed annuities, and lifetime income benefits, along with questions to ask about costs, access to your money, and choosing an insurance company. They also explore how annuity income can fit alongside required minimum distributions and other retirement resources.

    Have questions about your retirement income plan? Connect with the team at LegacyRetirementGroup.com.

    Annuity guarantees depend on the claims-paying ability of the issuing insurance company.

    See omnystudio.com/listener for privacy information.
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    12 min
  • What Should You Do When Your Financial Advisor Leaves?

    What Should You Do When Your Financial Advisor Leaves?
    Oct 27 2026

    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 Security, Medicare, and the value you get for your fees.

    You’ll also hear practical ways to prepare for unexpected expenses, why Legacy works with independent attorneys and accountants, and how a written retirement plan can give you more freedom to choose when to stop working.

    Have questions about your next chapter? Connect with the team in Columbus, Ohio, at LegacyRetirementGroup.com.

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