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

The Real Reasons Most Families Lose Their Wealth

2026/04/07

This week, it’s all about this powerful statistic: nearly 70% of family wealth is lost by the second generation, and 90% by the third. So why does that happen? Greg and Kristin break down the biggest reasons families lose wealth over time, including a lack of communication, a lack of financial education, and failing to pass down values along with money. You’ll also hear real-life stories about clients—both the successes and the struggles of wealth transfer—and learn how open conversations, proper planning, and intentional legacy-building can make all the difference. Because in the end, your legacy isn’t just about the money you leave behind—it’s about the impact you make while you’re here. 💭 Unsure if you’re on track for retirement? Fill out this short form for a FREE consultation. See omnystudio.com/listener for privacy information.

Medicare Covers a Lot… But Not Everything

2026/03/17

Does chewing gum really boost your memory? Maybe—but remembering the healthcare costs that Medicare doesn’t cover might be even more important! While Medicare does a solid job covering doctor visits and hospital stays, there are still significant gaps—especially when it comes to dental work, vision care, prescription drugs, and long-term care. Greg and Kristen explain why these costs can catch retirees off guard and share strategies that can help people prepare ahead of time, including HSAs, planning for Medicare savings in your budget, and exploring options for long-term care protection. If you’re approaching retirement or already there, understanding Medicare’s coverage gaps could help you protect both your health and your financial future. 📂 Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit: See omnystudio.com/listener for privacy information.

The Problem With “One-Stop Shop” Financial Firms

2026/03/10

Some financial firms promote themselves as a “one-stop shop,” offering attorneys, accountants, and advisors all under one roof. So why doesn’t the team at Legacy Retirement Group do the same? In this episode, Greg and Kristen explain the philosophy behind their approach. Rather than trying to do everything internally, Legacy focuses on what it does best—retirement investment planning, income planning, and tax strategy—while collaborating with independent specialists when clients need legal, tax, or estate expertise. In retirement planning, coordination and collaboration often beat trying to do everything in one place. 💬 Ready for your own “financial check-up”? Schedule a call with us to get started. See omnystudio.com/listener for privacy information.

Should You Wait Until 70 to Claim Social Security?

2026/03/03

“Wait until 70. You’ll get 8% more per year.” Sounds simple, right? Not so fast. In this episode, Greg and Kristin tackle one of the most common retirement questions: Should you delay Social Security to maximize your benefit? Learn why there’s no one-size-fits-all answer. While waiting can increase your monthly benefit and potentially protect a surviving spouse, it can also mean draining retirement assets too quickly if you don’t have enough saved. Social Security isn’t the retirement plan. It’s one piece of the income puzzle. The real key? Building a written retirement income plan that’s stress-tested against market volatility, inflation, and tax changes. Because in retirement, cash flow is king! 🧐 Curious if you’re on track for retirement? Fill out this short form for a FREE consultation. See omnystudio.com/listener for privacy information.

Is Financial Secrecy a Form of Cheating?

2026/02/24

Greg and Kristin dive into the emotional and practical side of money in marriage by sharing personal stories, real client experiences, and the hard truth about what happens when financial transparency breaks down. From hidden credit card debt to mismatched risk tolerance, they explain why communication is critical—especially as retirement approaches. Because once you stop earning paychecks and start creating your own income, financial secrets don’t just hurt feelings… they can derail the plan. 📆 Make sure your retirement is on track—grab your FREE consultation today. See omnystudio.com/listener for privacy information.

Can AI Plan Your Retirement? What Technology Can—and Can’t—Do.

2026/02/17

From dial-up internet and AOL chat rooms to Alexa, smart faucets, and artificial intelligence, technology has come a long way since the 90s. But when it comes to retirement planning, how far should we really take it? Yes, AI can track your spending, calculate projections, and even answer retirement questions. But can it walk with you through a market drop—or a medical emergency? Find out where technology helps… and where human guidance still matters most. ✅ Your retirement deserves a plan—grab your FREE complimentary consultation. See omnystudio.com/listener for privacy information.

Plugging the Leaks: How Efficient Is Your Retirement Plan?

2026/02/10

In this episode, the team at Legacy Retirement Group uses everyday household efficiency challenges as a powerful analogy for retirement readiness. Greg and Kristen explain how many people think they’re being efficient—whether it’s with energy usage or their investment portfolio—but hidden leaks often go unnoticed until conditions change. Hear how market volatility can expose inefficiencies in a portfolio, and why diversification isn’t just owning multiple funds. If you want to stop wasting heat, money, and peace of mind, this episode helps you find—and fix—the leaks. 🔍 Gain clarity and confidence—book your no-cost retirement review today! See omnystudio.com/listener for privacy information.

Does Your Financial Advisor Need to Be Local?

2026/02/03

In this episode, Greg and Kristin explore whether proximity really matters when choosing a financial advisor—or if something else matters more. Greg and Kristen share a powerful story about a local woman who loved her longtime advisor but sought a second opinion after moving closer to Columbus. The conversation highlights why focus, experience, coordination, and comfort matter far more than zip code. You’ll hear what to look for in a retirement-focused advisor, why “perfect” doesn’t always mean complete, and how the right questions—and the right fit—can change everything. 🕒 Don’t leave retirement to chance—claim your FREE consultation now. See omnystudio.com/listener for privacy information.

Should You Talk to Your Kids About Your Retirement Plans?

2026/01/27

Retirement planning isn’t just about money—it’s about family dynamics, communication, and expectations. In this episode, Greg and Kristin tackle a question many parents wrestle with: Should we share details of our retirement plans with our children? They explore how family roles around money have shifted over the years and why financial conversations no longer need to be taboo. They discuss the benefits of transparency—reducing anxiety, preventing surprises, and helping heirs develop financial literacy—while also addressing the very real reasons some families choose caution. 🤔 Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help become better organized: See omnystudio.com/listener for privacy information.

Questions to Ask an Estate or Elder Law Attorney

2026/01/20

Before you hire an estate or elder law attorney, make sure you’re asking the right questions. Greg shares the red flags, the must-asks, and how to know if an attorney is protecting you—or just selling paperwork. Walk through the key questions every family should ask before hiring an attorney, including what’s really protected, how incapacity and long-term care are handled, how often plans should be updated, how advisors work together, and—yes—what it actually costs! 👉 Ready to take the guesswork out of retirement? Get your FREE copy of Legacy’s My Retirement Kit today—your step-by-step guide to getting organized and staying on track! See omnystudio.com/listener for privacy information.

WRR - Are You Ready to Retire? It’s Not Just the Numbers

2026/01/13

How do you really know when it’s time to retire? While finances are a critical piece of the puzzle, Greg explains why they’re only part of the story. After more than 30 years helping families prepare for retirement, he’s seen firsthand that a successful retirement depends on much more than math. Greg breaks down the four pillars of retirement readiness—financial, emotional, social, and spiritual—and why ignoring any one of them can derail even the best-laid plans. With real client stories, humor, and straight talk, this conversation is a reminder that retirement isn’t about surviving—it’s about thriving. And the goal isn’t just to stop working…it’s to step confidently into the next chapter of who you are. ✍️ Ready to design your ideal retirement? Schedule a FREE consultation by completing this brief form. See omnystudio.com/listener for privacy information.

From AI to Identity: Are You Really Ready to Retire?

2026/01/06

Time Magazine named the “Architects of AI” its 2025 Person of the Year—and that sparks a wide-ranging conversation about how fast technology has changed everything from writing papers to planning our futures. Greg and Kristen reflect on tech evolution (from typewriters and flip phones to ChatGPT), the pros and cons of AI, and why change—while uncomfortable—is unavoidable. From there, the discussion shifts to a much bigger life transition: retirement. Should couples retire at the same time, or separately? Greg breaks down the three pillars of true retirement readiness—financial, emotional, and social—and explains why being “ready” goes far beyond the numbers. They explore identity after work, the loss (and replacement) of daily purpose, and how finding something bigger than yourself can lead to a truly fulfilling retirement. This episode is a reminder that just like technology, retirement works best when you evolve with intention. 🗂️ Get Organized. Get Confident. Get Your FREE Retirement Kit from Legacy! See omnystudio.com/listener for privacy information.

From Double-Doubles to Dream Retirement: Are You Really Ready?

2025/12/23

What In-N-Out Burger, retirement goals, and purpose after work all have in common. The conversation starts with a hot topic—In‑N‑Out Burger finally making its way east of the Mississippi—and quickly turns into something much deeper: What does it actually mean to be ready for retirement? A simple conversation with a nurse sparks a powerful realization—many people don’t know whether their retirement goal should be an age, a dollar amount, or something else entirely. Greg breaks retirement readiness into four critical areas: being financially ready, emotionally ready, socially connected, and having a real sense of purpose once the paychecks stop. The episode explores why retirement planning isn’t just about assets and accounts—it’s about dependable income, confidence through life’s “what-ifs,” and knowing who you are when your job title disappears. From early retirees living the lake-house dream to stories that highlight the importance of belonging and purpose, this episode challenges listeners to think beyond money and start planning for a retirement that’s actually fulfilling. 📄 Snag your FREE copy of Legacy's My Retirement Kit to help you get organized today! https://www.legacyretirementgroup.com/podcast-request See omnystudio.com/listener for privacy information.

From Home Alone to Retirement Reality: Knowing What You Can Afford to Risk

2025/12/16

A $3M widow, a $50K income gap, and a plan that finally made sense—this is what real retirement clarity sounds like. Kevin McCallister’s Plaza Hotel spree is a fun throwback—until you compare what it would cost today and realize how fast prices (and big life goals) have changed. From NYC “experience” trips to an Investopedia breakdown suggesting millions are needed to fund the modern American dream, the conversation turns to the real issue: most people nearing retirement don’t actually know what they can afford to risk. Greg and Kristen unpack why “water cooler” investing advice—especially among high earners—can be misleading when nobody knows each other’s full financial picture, timeline, or true retirement needs. Then they share a powerful client story: a widowed woman with roughly $3 million saved who needed $50,000 a year on top of Social Security and a pension—and finally got a plan aligned with her comfort level (including protected income, protected growth, and long-term growth). The result? Confidence—and tears of relief. 🔎 Feeling confident—or just want to be sure—you’re on the right path to your version of a Winning Retirement? Complete a short form and schedule your FREE complimentary consultation. See omnystudio.com/listener for privacy information.

Retirement Planning in a High-Tech World: Why Humans Still Matter

2025/12/09

Tech tools are everywhere — but when it comes to retirement, can an algorithm really replace a trusted advisor? Managing money looks nothing like it did for our parents, especially with pennies slowly going away. With digital wallets, chip cards, and AI-powered investing tools, it’s easy to wonder: Is technology phasing out the traditional retirement advisor? Greg and Kristen explain why the answer is a firm no—especially for retirees. They break down the difference between investment guidance from a robo-advisor and true holistic retirement planning, which includes income planning, inflation strategy, tax efficiency, healthcare, and legacy planning. This episode highlights the emotional, human side of retirement planning—the back-and-forth conversations, the guidance through life changes, and the peace that comes from working with someone who genuinely cares. Technology is a great tool… but it can’t replace a relationship. 💭 Unsure if you’re on track for retirement? Fill out this short form for a free consultation. https://www.legacyretirementgroup.com/schedule-an-appointment 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