53 episódios
Winning Retirement Radio Greg and Kristin Taylor, and Kristen Charles
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- Negócios
🎙️ 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.
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Get Answers and NOT Financial Lip Service
What should you expect from your first appointment with a financial advisor? 🤔 What should you walk away with after that first meeting? It may feel a little uncomfortable, but Greg and Kristin openly share what to expect, and what to not.
🛒 One grocery chain is spotlighting inflation as part of its marketing to gain customers. The same goes for popular fast food spots to get customers driving through again. 🍔 Competition is heating up, but we’ll uncover what it all means for your budget today and your retirement plan for the future. Learn what you CAN control to hopefully help you NOT run out of money during retirement!
🔗 Legacy’s My Retirement Kit
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Mental Health and Longevity
This week's discussion focuses on embracing the wisdom of the Baby Boomer generation and beyond for Gen X and below. We also explore one CEO's idea of eliminating the traditional retirement age of 65. 🤯 And highlight the obstacles those wishing to continue working past 65 in the current job market face.
See omnystudio.com/listener for privacy information. -
The Pomp and Circumstance of Retiring 🎓
📚 College is now a major financial decision, especially for Generation Z. After Greg and Kristin discuss college experiences, you'll hear considerations for the efficiency of your retirement taxes (especially with the Trump tax cuts scheduled to end in 2025, and Biden’s student loan forgiveness program underway). And what the "graduation" from accumulating to spending money involves.
The link mentioned in this episode is HERE.
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Do You Become a NEW Couple When You Retire?
💍 Marriage and retirement are both significant life milestones.
🤵♂️👰♀️ Several factors intersect when you retire. Greg and Kristin spotlight when and what you and your spouse should include as part of your “retirement talk.” Who better find out from than a couple who helps families retire on their terms?
Yes, the money and investment portfolio decisions matter, but listen and learn why there's more to iron out than just the financials! Plus, hear what one husband was brave enough to do in his wife’s kitchen when he stopped working.
Link mentioned in the episode:
👨💻 Legacy’s My Retirement Kit.
See omnystudio.com/listener for privacy information. -
If We Must Take RMDs, Must Trump and Biden Debate?
Will Trump and Biden debate before election day? We hope! 🇺🇸
Will Uncle Sam happily take more of your retirement money than is technically required? Maybe! 🤔
Will this married couple inform and be awkwardly entertaining on this episode? Yes! 👩❤️👨
A listener question about RMDs leads to learning why we might owe more taxes on our retirement accounts than we realize. Greg also shares a story about someone's Roth conversion strategy that illustrates how some can be more efficient with taxes in retirement, with the right planning. Listen to find out how to begin exploring that path on this week's episode, TODAY!
Links referenced in the podcast: Test My Retirement
See omnystudio.com/listener for privacy information. -
Inflation, Hot Dogs, Tea, and O.J.
🌭 Yup. This episode is like a stomach ache, kind of. But hey, with some home remedies, it's worth a listen!
Moody's Analytics found that regular American families are shelling out more moolah per month, paying a whopping $200 more for stuff than we did just a year ago! 😱 With money top of mind for all, Greg and Kristin look closer at this inflation thing and its sustainability, especially for retirees. Whether you’ve funded retirement with a 401(k), IRA, or OPERS... Every penny counts!
And remember the "trial of the century" in the mid-90s? Well, O.J. Simpson is making headlines again with what some are calling "the estate battle of the century." Greg and Kristin are NOT estate planning attorneys. However, their experience lends some "takeaway tips" if you or someone you love is worried about probate.
Link referenced in this episode:
👨💻 Legacy’s My Retirement Kit. https://www.legacyretirementgroup.com/my-retirement-kit-request
See omnystudio.com/listener for privacy information.