Winning Retirement Radio

Hosted by Greg and Kristin Taylor, and Kristen Charles

Business EducationInterviews guests

Website RSS feed

Episodes

Latest episode

Oct 2026

Language

EN-US

About the show

🎙️ 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.

Listen to episodes

60 recent

October 20, 202610 min

Will Your Retirement Income Keep Up With Inflation?

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.

October 19, 202621 min

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

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.

October 13, 202612 min

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

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.

October 6, 202611 min

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

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.

September 29, 20268 min

What Retirement Risks Are You Overlooking?

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.

September 22, 202612 min

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

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.

September 15, 20267 min

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

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.

September 8, 202610 min

Finding Purpose After Retirement: How to Get Your Spark Back

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.

September 1, 202611 min

Retirement Rules You Don’t Have to Follow

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.

August 25, 202611 min

Do You Really Need a Written Retirement Plan?

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.