63 episodes

Years ago, Greg and Kristin Taylor set out to provide pre- and current retirees with retirement solutions that meet their income needs, protect their assets, and preserve their estates for generations to come. Along with their team at Legacy Retirement Group, Greg and Kristin developed a process that’s designed to uncover potential problems or “cracks” in retirement planning, and to provide solutions to fix them.

Winning Retirement Radio Greg and Kristin Taylor

    • Investing
    • 5.0, 2 Ratings

Years ago, Greg and Kristin Taylor set out to provide pre- and current retirees with retirement solutions that meet their income needs, protect their assets, and preserve their estates for generations to come. Along with their team at Legacy Retirement Group, Greg and Kristin developed a process that’s designed to uncover potential problems or “cracks” in retirement planning, and to provide solutions to fix them.

    Baseball is Back! Make Sure Income Is In Your Lineup

    Baseball is Back! Make Sure Income Is In Your Lineup

    We’re halfway through 2020 and thankful some normalcy returning in the sports world with a 60-game baseball season! Bobby Bonilla hasn't played MLB in nearly 2 decades, but since 2011 the Mets have been paying him over $1 million a year until 2035, all because he opted to defer his contract buy out. He put off immediate financial gratification and now has plenty of income coming in during his retirement. Greg & Kristin explain how to create your own income plan with the money you’ve worked hard to save and invest… to pay yourself when you stop working!
     

    • 9 min
    Your Emotions & Your Money

    Your Emotions & Your Money

    Investing based on emotion (be it greed or fear) is the main reason why so many of us buy at market highs and sell at market lows. Greg and Kristin explain why and how you can reasonably remove some of the emotions from your investments, and why that’s especially important when you’re over the age of 55.

    • 9 min
    Preparing For 2 Of The Biggest Threats To Your Portfolio

    Preparing For 2 Of The Biggest Threats To Your Portfolio

    Did you know that healthcare costs and taxes could be some of the biggest threats to your portfolio? You’ll hear a recent real-life reality that impacted someone who fought COVID-19 (and thankfully recovered), that validates what Greg & Kristin have been saying for years: Rising healthcare costs and taxes need to be a vital part of your retirement income plan!

    • 10 min
    Embracing Summer & Controlling Taxes

    Embracing Summer & Controlling Taxes

    Did you know that Michigan taxes prepared food but NOT unprepared food?  That’s just 1 example of how the government is always looking for new ways to separate us from our money all over the country.  Greg & Kristin explain how you can have more control over your taxes in retirement with the RIGHT strategy!  Plus, they share a shocking story of a local police officer that feared they may not want to be his financial advisor, because as he said: “I work in the most hated occupation in America.”

    • 10 min
    Traveling Though Layoffs & Buyouts

    Traveling Though Layoffs & Buyouts

    From Boeing to hotels and airlines, the entire travel industry has been hit VERY hard from the pandemic and economic downturn. Unfortunately, this resulted in layoffs and early retirement offers for millions of Americans in various industries. Greg & Kristin discuss how to address tough crossroads such as this, and how to prepare in advance for the “what ifs” of life.

    • 10 min
    Risk; Not Taking Too Much Or Too Little

    Risk; Not Taking Too Much Or Too Little

    It’s a natural question those nearing retirement ask: What percentage of our money should we risk in the stock market? Greg explains how to approach this dilemma by telling the story of how he recently helped one man manage his portfolio AND create a plan to accomplish his goal of wrapping up his career by age 70.  
     

    • 9 min

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