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Winning Retirement Radio

Winning Retirement Radio

Written by: 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 Economics Leadership Management & Leadership Personal Finance
Episodes
  • How Can Couples Plan for Retirement When They Disagree About Money?

    How Can Couples Plan for Retirement When They Disagree About Money?
    Oct 6 2026

    What if you’re afraid of losing money in retirement, but your spouse is comfortable taking investment risks? How much should you keep in cash—and how do you build a retirement plan that works for both of you?

    Greg and Kristen Taylor of Legacy Retirement Group in Columbus, Ohio, explore retirement planning for couples with different spending habits, financial fears, and risk tolerance. Through a real client story and their own married-life banter, they explain how reliable retirement income, cash reserves, and investments can work together to support shared goals.

    Learn how to talk through money disagreements, understand what helps each spouse feel secure, and plan for a retirement you can both enjoy.

    Have questions about your own retirement plan? Visit LegacyRetirementGroup.com.

    See omnystudio.com/listener for privacy information.
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    11 mins
  • Love, Retirement & Second Chances: The Money Talk Every Couple Needs

    Love, Retirement & Second Chances: The Money Talk Every Couple Needs
    Jul 7 2026

    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.
    Show More Show Less
    12 mins
  • Retirement Rules You Don’t Have to Follow

    Retirement Rules You Don’t Have to Follow
    Sep 1 2026

    Should you retire at 65, pay off your mortgage, move your investments to safety, or claim Social Security because that’s what everyone else seems to do? Not necessarily.

    In this episode of Winning Retirement, Greg and Kristen explain why some of the most common retirement decisions shouldn’t be made simply because they’re considered “normal.” They discuss retiring before Medicare eligibility, balancing investment risk and income, deciding whether to pay off a mortgage, and choosing the right time to claim Social Security.

    The takeaway: There’s no universal roadmap for retirement. The right strategy is the one built around your income needs, goals, taxes, lifestyle, and the future you actually want.

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    11 mins
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