Advertise on podcast: Winning Retirement Radio

Rating

★★★★★

4.7

from

11 reviews

Description

🎙️ 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.

Unlock Winning Retirement Radio podcast Email contact info,
Listeners & Audience details

Email contact information

Direct podcast contact details

Listeners

Audience numbers & engagement insights

Audience details

Podcast Insights

Podcast episodes

Check latest episodes from Winning Retirement Radio podcast

Could the National Debt Affect Your Retirement Taxes?

2026/11/10

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.

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

2026/11/03

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.

What Should You Do When Your Financial Advisor Leaves?

2026/10/27

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.

Will Your Retirement Income Keep Up With Inflation?

2026/10/20

How do you plan for retirement when everything keeps getting more expensive? And should you pay off a car before retiring or use savings to avoid a monthly payment? Greg and Kristin Taylor of Legacy Retirement Group in Columbus, Ohio, discuss how to build a retirement budget that accounts for today’s bills and tomorrow’s rising costs. They explain how a written retirement income plan can help you understand what you can spend and prepare for changing needs. In this episode of Winning Retirement, you’ll learn: How car payments and major purchases affect your retirement budget. How spending may change through the go-go, slow-go, and no-go years. How a three-bucket approach separates money for cash reserves, everyday income, and long-term growth. Why income, taxes, and investments belong in the same retirement planning conversation. Wondering how your savings could translate into retirement income? Connect with the team at LegacyRetirementGroup.com. See omnystudio.com/listener for privacy information.

Bonus Episode: Can You Afford to Stay in Your Home in Retirement? With Senator Michelle Reynolds

2026/10/19

Could rising property taxes and housing costs change your retirement plans? And does downsizing actually save money? In this bonus episode of Winning Retirement, Kristin Taylor and Kristin Charles welcome Ohio State Senator Michelle Reynolds to discuss affordability and the financial pressures facing Ohio retirees and their families. They discuss property tax relief, why moving to a smaller home may cost more, and how helping adult children with housing and childcare can affect your retirement budget. Reynolds also shares the family experiences that shaped her commitment to public service and why staying informed matters for your financial future. Have questions about how rising expenses fit into your retirement plan? Connect with the team at LegacyRetirementGroup.com. See omnystudio.com/listener for privacy information.

Do You Really Need $1 Million to Retire? 4 Retirement Myths to Rethink

2026/10/13

How much money do you need to retire? Will your taxes go down, and will you really spend less once you stop working? Those familiar assumptions could leave gaps in your retirement plan. Greg and Kristen Taylor of Legacy Retirement Group in Columbus, Ohio, unpack four common retirement myths, including the belief that strong investment returns mean your retirement is on track. Hear how two retired teachers’ pensions changed their savings needs, why required minimum distributions (RMDs) can complicate your tax picture, and how more free time can mean more spending. Whether you’re approaching retirement or already there, learn why your income sources, lifestyle, taxes, and risks tell you more than a savings milestone alone. Have questions about your own retirement? Connect with the team at LegacyRetirementGroup.com. See omnystudio.com/listener for privacy information.

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

2026/10/06

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.

What Retirement Risks Are You Overlooking?

2026/09/29

We tend to notice dramatic risks, but what happens when the paycheck stops? Greg and Kristin discuss why market downturns can feel different in retirement, how withdrawals can compound losses, and why inflation, taxes, healthcare costs, and longevity all deserve a place in a written retirement plan. See omnystudio.com/listener for privacy information.

Stop Watching the Market: How Often Should Retirees Check Their Investments?

2026/09/22

How often should you really check your retirement accounts? In this episode of Winning Retirement, Greg and Kristen explain why watching your portfolio every day can fuel anxiety and lead to emotional decisions. They discuss what retirees should actually look for during portfolio reviews, why your risk tolerance matters, and how a purposeful retirement strategy can help you stay focused on long term goals instead of short term headlines. Plus, learn how a three bucket approach to growth, dependable income, and liquid savings can help create greater confidence through changing markets and economic conditions. See omnystudio.com/listener for privacy information.

Can You Really Afford to Retire? Turning Retirement Math Into a Real Plan

2026/09/15

Being told you’re “97% likely” to have enough money for retirement may sound reassuring, but retirement is more than a probability on a spreadsheet. In this episode of Winning Retirement, Greg and Kristen explain how to determine whether you’re truly ready to retire by looking at reliable income, Social Security and pensions, lifestyle expenses, income gaps, inflation, and market risk. They also discuss why the transition from saving money to withdrawing it requires a different strategy and how segmenting assets for income, growth, and liquidity can help create a more purposeful retirement plan. Because the real question isn’t simply, “Do I have enough to retire?” It’s “Do I have a plan that lets me live the retirement I want with confidence?” See omnystudio.com/listener for privacy information.

Finding Purpose After Retirement: How to Get Your Spark Back

2026/09/08

Retirement may solve the work question, but it can create an unexpected one: What gives my life purpose now? In this episode of Winning Retirement, Greg and Kristen explore why some retirees struggle with boredom, a sense of lost identity, and a lack of direction after leaving their careers. They share real-life examples of retirees who found renewed purpose through travel, volunteering, stronger relationships, physical activity, faith, and simply having something meaningful to look forward to. You’ll also hear why preparing emotionally for retirement can be just as important as preparing financially, and how having a clear retirement income and financial plan can provide the confidence to enjoy what comes next. Because retirement isn’t the finish line. It’s a new journey, and having purpose, connection, and a plan can make that journey a whole lot more fulfilling! See omnystudio.com/listener for privacy information.

Retirement Rules You Don’t Have to Follow

2026/09/01

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.

Do You Really Need a Written Retirement Plan?

2026/08/25

What happens when retirement throws you something you didn’t plan for? In this episode of Winning Retirement, Greg and Kristen explain why preparing for retirement is a lot like preparing for a big game—you may have great players and plenty of savings, but you still need a strategy. They discuss why the transition from saving for retirement to living on your savings changes the game, how a written retirement plan can help prepare for market volatility and unexpected challenges, and when working with a financial advisor may become more important. If you’re wondering whether you really need a written retirement plan—or if your savings alone are enough—this episode offers practical insights for preparing for the “what ifs” ahead. See omnystudio.com/listener for privacy information.

Will Your Money Last as Long as You Do?

2026/08/18

One of the biggest fears in retirement is running out of money. In fact, one survey found that 67% of Americans worry more about outliving their savings than dying. In this episode of Winning Retirement, Greg and Kristin discuss how to turn retirement uncertainty into confidence with a plan designed to provide reliable income through changing markets and economic conditions. They explore retirement income planning, taxes, healthcare costs, market risk, and how to enjoy the money you've worked hard to save without constantly worrying about whether it will last. The goal isn't simply to survive retirement—it's to build a strategy that helps you thrive throughout it! See omnystudio.com/listener for privacy information.

What Will You Leave Behind? Building a Legacy Beyond Money

2026/08/11

What does it really mean to leave a legacy? In this episode of Winning Retirement, Greg and Kristin share the treasured keepsakes and family memories that mean more than money—and discuss why planning what happens to your belongings can be an important part of retirement and estate planning. From organizing important documents and identifying valuable assets to giving meaningful possessions to loved ones while you're still here, they explore practical ways to make things easier for your family. Most importantly, they explain why your true legacy isn't simply the wealth or possessions you leave behind—it's the memories, values, lessons, and love you leave inside the people who matter most. See omnystudio.com/listener for privacy information.

Podcast reviews

Read Winning Retirement Radio podcast reviews

4.7 out of 5

11 reviews

★★★★★

MrPhil1964 2024/04/03

Good info and enjoy listening

I appreciate when they give us the scoop on money stuff. And the way they talk about their fam makes it seem like they're open books. Almost like we'r...

★★★★★

horseriderlyfe 2023/04/26

Hilariously Educational

I listen to Greg and Kristin every week and watch them on ABC. I love how they teach me something new every time but also pick at each other. Their dy...

★★★★★

rhartmanfbc 2023/04/19

You need this!

Greg & Kristin are certainly a power couple! I enjoy listening to them every week. Their perspective is unique, very practical and fresh. They are ve...

★★★★★

bonny4809 2023/04/17

Love the dynamic

I Love hearing the dynamic of Greg and Kristin on the show every week. Its entertaining and educational

★★★★★

Cayce2001 2023/04/04

A bright and refreshing take

I enjoy listening to this couple every week. Their perspective is calming and educational

check all reviews on apple podcasts