Winning Retirement Radio

Winning Retirement Radio

77 episodes

Years ago, Greg and Kristin Taylor set out to provide pre-and current retirees with retirement solutions to meet 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 provide solutions to fix them.  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.

Podcasts

Efficiency is Key, Even for DIY Investors

Published: Nov. 7, 2023, 11 a.m.
Duration: 18 minutes 54 seconds

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Global Turbulent Times and Your Dollars and Cents

Published: Oct. 17, 2023, 10 a.m.
Duration: 19 minutes 12 seconds

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Schools Back & More Americans Taking Money From 401(k)s

Published: Aug. 22, 2023, 9 a.m.
Duration: 20 minutes 29 seconds

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5 Tips If Youre Thinking of Retiring In The Next 2 Years

Published: Aug. 15, 2023, 9 a.m.
Duration: 27 minutes 1 second

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What is Disinflation & How Do I Keep Ip with Inflation?

Published: Aug. 1, 2023, 9 a.m.
Duration: 18 minutes 12 seconds

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Simple 2nd Opinions Can Sometimes UncoverNew Ideas!

Published: July 25, 2023, 9 a.m.
Duration: 20 minutes 45 seconds

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Cultivating a REAL Plan to Replace Income When You Retire

Published: July 11, 2023, 9 a.m.
Duration: 20 minutes 29 seconds

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Beware of Emotional Spending & Investing

Published: June 27, 2023, 10 a.m.
Duration: 12 minutes 26 seconds

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Picking Where You Put Your Time & Money, & Pickleball

Published: June 20, 2023, 10 a.m.
Duration: 11 minutes 52 seconds

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Pros & Cons of Artificial Intelligence and Finding Some Safety

Published: May 16, 2023, 10 a.m.
Duration: 20 minutes 17 seconds

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A BIG Change From Biden That Could Impact Your Finances

Published: May 2, 2023, 10 a.m.
Duration: 24 minutes 39 seconds

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Fees & Improving Financial Literacy

Published: April 25, 2023, 10 a.m.
Duration: 21 minutes 36 seconds

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2023 Economic Projections & Who's To Blame?

Published: April 18, 2023, 10 a.m.
Duration: 21 minutes 8 seconds

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Should We Batten Down the Hatches? And is Cash King?

Published: April 4, 2023, 10 a.m.
Duration: 28 minutes 3 seconds

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Is Economic Chaos The New Normal?

Published: March 28, 2023, 10 a.m.
Duration: 17 minutes 2 seconds

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Busted Banks & Brackets - But Dont Panic!

Published: March 21, 2023, 10 a.m.
Duration: 18 minutes 13 seconds

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BONUS EPISODE: What Business Owners Need To Know About ERC

Published: March 16, 2023, 10 a.m.
Duration: 9 minutes 28 seconds

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Fear & Greed Can Cause Investors to Make Bad Decisions, Especially These Days

Published: March 14, 2023, 10:04 a.m.
Duration: 15 minutes 55 seconds

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The Hidden Healthcare Tax & Becoming Calmer By Knowing More

Published: March 7, 2023, 10:49 a.m.
Duration: 25 minutes 55 seconds

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Assigning Yourself Income During The Recession Debate

Published: Feb. 28, 2023, 10:47 a.m.
Duration: 20 minutes 40 seconds

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The Inflation Debate & WOKE Investing

Published: Feb. 21, 2023, 10:39 a.m.
Duration: 18 minutes 52 seconds

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Balancing Market Losses & Inflation for Retirees

Published: Feb. 14, 2023, 11 a.m.
Duration: 18 minutes 11 seconds

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Eagles vs. Chiefs on Sunday & The IRS vs. Your Retirement Every Day

Published: Feb. 7, 2023, 11 a.m.
Duration: 11 minutes 30 seconds

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Nothing is Forever, Especially For Pension Owners In France

Published: Jan. 31, 2023, 10:23 a.m.
Duration: 19 minutes 36 seconds

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The In The Room: How Do You Know If You Can Trust Your Advisor?

Published: Jan. 24, 2023, 10:58 a.m.
Duration: 10 minutes 53 seconds

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CPA Insight For Entrepreneurs & New RMD Rules For All

Published: Jan. 17, 2023, 11:15 a.m.
Duration: 32 minutes 9 seconds

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Where Should Your Focus Be If You Want To Retire In 2023?

Published: Jan. 3, 2023, 10:56 a.m.
Duration: 22 minutes 48 seconds

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How Rates Hikes Are Hitting D.C & Who Should Consider Scooping Up Market Dips

Published: Nov. 29, 2022, 10:50 a.m.
Duration: 13 minutes 17 seconds

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The Pros & Cons of AI & Retirement Planning

Published: Nov. 15, 2022, 10:31 a.m.
Duration: 11 minutes 4 seconds

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Money Saving Grocery Hacks & Efficient Portfolio Ideas

Published: Nov. 8, 2022, 11 a.m.
Duration: 17 minutes 53 seconds

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Taking Action on Your Future Taxes in Retirement

Published: Oct. 25, 2022, 12:37 p.m.
Duration: 18 minutes 40 seconds

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Should You Seek Alternative Options for Your Portfolio?

Published: Oct. 18, 2022, 12:49 p.m.
Duration: 18 minutes 36 seconds

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Deals & Drops on Wall Street

Published: Oct. 11, 2022, 2:40 p.m.
Duration: 20 minutes 25 seconds

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Avoiding Analysis By Paralysis

Published: Sept. 20, 2022, 8:05 p.m.
Duration: 17 minutes 18 seconds

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How To Do Your Best to NOT Lose Value During Economic Uncertainty

Published: Sept. 6, 2022, 1:11 p.m.
Duration: 29 minutes 3 seconds

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Consumer Sentiment & The Future of Your Retirement

Published: Aug. 30, 2022, 1 p.m.
Duration: 28 minutes 2 seconds

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Bidens Inflation Reduction Act & Your Wallet

Published: Aug. 23, 2022, 12:39 p.m.
Duration: 19 minutes 28 seconds

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Are We In a Recession? Whats Next?

Published: Aug. 9, 2022, 12:55 p.m.
Duration: 19 minutes 52 seconds

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Is the Sell-Off Over? Can I Still Retire This Year?

Published: Aug. 2, 2022, 1:43 p.m.
Duration: 23 minutes 53 seconds

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3 Missteps to Steer Clear of in a Bear Market

Published: July 20, 2022, 1:10 p.m.
Duration: 15 minutes 35 seconds

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Putting Together the Puzzle Pieces of Your Personal Economy

Published: June 28, 2022, 2:01 p.m.
Duration: 18 minutes 48 seconds

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Roadtrip Reminiscing & Navigating the Current Financial Storm

Published: June 14, 2022, 5:31 p.m.
Duration: 19 minutes 13 seconds

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Stock Selloffs & Your Investment Strategy

Published: May 31, 2022, 1:35 p.m.
Duration: 15 minutes 11 seconds

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Bracket Challenge Consistency

Published: March 19, 2021, 4:06 p.m.
Duration: 15 minutes 53 seconds

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Remembering Rush & Being Conservative with Taxes

Published: March 12, 2021, 9:09 p.m.
Duration: 18 minutes 35 seconds

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Make Sure Your Hard Work Pays Off Tax-wise

Published: March 2, 2021, 5:43 p.m.
Duration: 20 minutes 5 seconds

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Uncovering & Controlling Fees

Published: Nov. 5, 2020, 1:56 p.m.
Duration: 8 minutes 19 seconds

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Decision 2020: Control & Questions

Published: Oct. 29, 2020, 3:42 p.m.
Duration: 19 minutes 14 seconds

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How Will The Election Impact Your Bottom Line

Published: Oct. 16, 2020, 2 p.m.
Duration: 14 minutes 18 seconds

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Can You Retire During A Pandemic?

Published: Oct. 8, 2020, 12:40 p.m.
Duration: 9 minutes 35 seconds

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Caution Signs for 2020 & What You Can Do

Published: Sept. 24, 2020, 4:51 p.m.
Duration: 16 minutes 19 seconds

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The Middle-Class Sacrifice & Journey to Financial Confidence

Published: Sept. 14, 2020, 7:41 p.m.
Duration: 19 minutes 37 seconds

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Right vs. Left & Your American Dream

Published: Sept. 3, 2020, 2:54 p.m.
Duration: 17 minutes 50 seconds

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The Election, Taxes & Your Wallet

Published: Aug. 27, 2020, 5:06 p.m.
Duration: 19 minutes 53 seconds

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Being Rich vs. Being Wealthy

Published: Aug. 19, 2020, 8:11 p.m.
Duration: 16 minutes 33 seconds

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Planning Marriage & Money

Published: July 30, 2020, 2:34 p.m.
Duration: 9 minutes 36 seconds

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The "Swiss Army Knife" of Planning

Published: July 16, 2020, 6:05 p.m.
Duration: 9 minutes 21 seconds

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Baseball is Back! Make Sure Income Is In Your Lineup

Published: July 8, 2020, 8:03 p.m.
Duration: 9 minutes 13 seconds

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Your Emotions & Your Money

Published: July 1, 2020, 7:10 p.m.
Duration: 9 minutes 2 seconds

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Preparing For 2 Of The Biggest Threats To Your Portfolio

Published: June 25, 2020, 7:27 p.m.
Duration: 10 minutes 4 seconds

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Embracing Summer & Controlling Taxes

Published: June 17, 2020, 5:32 p.m.
Duration: 10 minutes 6 seconds

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Traveling Though Layoffs & Buyouts

Published: June 11, 2020, 2:07 p.m.
Duration: 10 minutes 33 seconds

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Risk: Not Taking Too Much Or Too Little

Published: June 4, 2020, 9:23 p.m.
Duration: 9 minutes 56 seconds

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The More You Saved the Deeper Uncle Sam Goes in Your Pocket – But You Can Change That!

Published: May 22, 2020, 7 a.m.
Duration: 17 minutes 7 seconds

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When to Have Tough Talks & How Often You Should Check Your Accounts

Published: May 21, 2020, 4:50 p.m.
Duration: 12 minutes 13 seconds

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Simplifying Social Security & Risk

Published: May 14, 2020, 2:38 p.m.
Duration: 18 minutes 52 seconds

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Honoring Mom & The Mother of all Stimulus Packages

Published: May 8, 2020, 12:33 p.m.
Duration: 14 minutes 5 seconds

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The Only Thing that Feels Certain is Uncertainty, But You Can Change That!

Published: April 29, 2020, 8:08 p.m.
Duration: 20 minutes

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How to Survive an Early Retirement, Buyout of Layoff

Published: April 22, 2020, 6:25 p.m.
Duration: 11 minutes 36 seconds

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Learning from History: “Houston We Have a Problem!”

Published: April 15, 2020, 7:30 p.m.
Duration: 10 minutes 56 seconds

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Celebrating Easter & Good News For Retirees

Published: April 8, 2020, 5:30 p.m.
Duration: 14 minutes 26 seconds

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Sharing Good News & The Stimulus Package

Published: April 1, 2020, 6:39 p.m.
Duration: 24 minutes 58 seconds

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Don’t Panic & Socially Distance from Wall Street!

Published: March 26, 2020, 5:20 p.m.
Duration: 15 minutes 32 seconds

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Perspective on Portfolio Panic

Published: March 16, 2020, 11:04 p.m.
Duration: 22 minutes 8 seconds

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Coronavirus: How To Remain Calm In A Volatile Market

Published: March 12, 2020, 2:17 p.m.
Duration: 19 minutes 19 seconds

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How Pandemic Volatility Impacts Your Money

Published: March 9, 2020, 7 a.m.
Duration: 9 minutes 54 seconds

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Buckeyes Being Efficient With Their Wealth

Published: March 2, 2020, 8 a.m.
Duration: 10 minutes 20 seconds

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Surviving The "Tax Storm" Of Investing

Published: Feb. 17, 2020, 8 a.m.
Duration: 9 minutes 12 seconds

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Kenny Chesney: Touring & Tuning Out The Noise

Published: Feb. 10, 2020, 8 a.m.
Duration: 6 minutes 4 seconds

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Chiefs vs. 49ers & Cost vs. Value

Published: Jan. 28, 2020, 8:35 p.m.
Duration: 9 minutes 44 seconds

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When The Paycheck Stops: Preparing for the Nerves & Excitement

Published: Jan. 27, 2020, 8 a.m.
Duration: 7 minutes 26 seconds

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Family & Faith with Tim Tebow

Published: Jan. 23, 2020, 9 p.m.
Duration: 7 minutes 20 seconds

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Did Congress Really Make Your Retirement More SECURE?

Published: Jan. 20, 2020, 8 a.m.
Duration: 12 minutes 6 seconds

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Christmas & Appreciation

Published: Dec. 23, 2019, 8 a.m.
Duration: 9 minutes 59 seconds

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Fending Off Financial Regret

Published: Dec. 16, 2019, 8 a.m.
Duration: 7 minutes 55 seconds

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All The Feels of Christmas & Your Investments

Published: Dec. 9, 2019, 8 a.m.
Duration: 10 minutes 41 seconds

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Year-End Financial Checkup

Published: Nov. 25, 2019, 8 a.m.
Duration: 7 minutes 9 seconds

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What's More Hazardous: Market Losses or Low Returns?

Published: Nov. 18, 2019, 8 a.m.
Duration: 9 minutes 18 seconds

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How To Get S'more in Retirement

Published: Nov. 11, 2019, 8 a.m.
Duration: 10 minutes 31 seconds

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Balancing Caregiving and Caring For Yourself

Published: Nov. 4, 2019, 8 a.m.
Duration: 6 minutes 48 seconds

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Solving The Pension Problem

Published: Oct. 21, 2019, 7 a.m.
Duration: 6 minutes 42 seconds

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Minimizing Taxes & Maximizing Social Security

Published: Oct. 14, 2019, 7 a.m.
Duration: 5 minutes 11 seconds

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Pumpkin Spice & Everything Nice, Except The Media

Published: Oct. 7, 2019, 7 a.m.
Duration: 9 minutes 37 seconds

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5 Step Fall Retirement Checkup

Published: Sept. 30, 2019, 7 a.m.
Duration: 6 minutes 56 seconds

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Breaking Down the Offense & Defense of Your Portfolio

Published: Sept. 23, 2019, 7 a.m.
Duration: 12 minutes

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11 Years Since 2008: What Have We Learned?

Published: Sept. 16, 2019, 7 a.m.
Duration: 9 minutes 23 seconds

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Winning In Football & Retirement

Published: Sept. 9, 2019, 7 a.m.
Duration: 9 minutes

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Stop Losing Tears & Taxes To Uncle Sam

Published: Aug. 19, 2019, 7 a.m.
Duration: 10 minutes 25 seconds

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Wall Street Reacts To Rate Cuts & China

Published: Aug. 12, 2019, 7 a.m.
Duration: 10 minutes 28 seconds

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Is $1 Million The Magic Number To Retire?

Published: Aug. 5, 2019, 7 a.m.
Duration: 14 minutes 8 seconds

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Steering Clear of Risk with your Portfolio & Porsche

Published: July 29, 2019, 7 a.m.
Duration: 11 minutes 31 seconds

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Trade Tensions & Bubble Wrap Your Portfolio

Published: July 22, 2019, 7 a.m.
Duration: 9 minutes

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Winning In Retirement, Without The Lottery

Published: July 1, 2019, 7 a.m.
Duration: 13 minutes 24 seconds

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Washington is Changing the Rules of Retirement

Published: June 24, 2019, 7 a.m.
Duration: 10 minutes 27 seconds

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The Good, Bad & Ugly of Pensions

Published: June 3, 2019, 7 a.m.
Duration: 9 minutes 45 seconds

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Tuning Out Financial Noise with Kenny Chesney

Published: May 27, 2019, 7 a.m.
Duration: 7 minutes 19 seconds

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Risk, Retirement Rules & Doing It All On Your Terms

Published: May 20, 2019, 7 a.m.
Duration: 14 minutes 38 seconds

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Saving Taxes & Saving Millennials

Published: May 13, 2019, 7 a.m.
Duration: 13 minutes 19 seconds

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Market Risk & Poor Imitations

Published: May 6, 2019, 7 a.m.
Duration: 16 minutes

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Fees, Taxes & Advisor Likeability

Published: April 29, 2019, 7 a.m.
Duration: 11 minutes 50 seconds

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Exposing Money Myths & Technology

Published: April 22, 2019, 7 a.m.
Duration: 14 minutes 9 seconds

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Avoiding Regret & When to Play it Safe

Published: April 8, 2019, 7 a.m.
Duration: 9 minutes 40 seconds

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Budgeting & Why Retirement is an Opportunity

Published: April 1, 2019, 7 a.m.
Duration: 13 minutes 32 seconds

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Defining TDF's & Financial Checkups

Published: March 25, 2019, 7 a.m.
Duration: 10 minutes 49 seconds

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Amount Saved vs Amount Needed

Published: March 18, 2019, 1:06 p.m.
Duration: 8 minutes 3 seconds

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Who Needs a Trust & Wall Street 10 Years later

Published: March 11, 2019, 7 a.m.
Duration: 15 minutes 23 seconds

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Taxes Now & In The Future of Your Retirement

Published: March 4, 2019, 2:22 p.m.
Duration: 10 minutes 9 seconds

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Why You Need A Financial Checkup

Published: Feb. 25, 2019, 5 p.m.
Duration: 10 minutes 36 seconds

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Financial Plan vs. Retirement Plan

Published: Feb. 12, 2019, 2:09 p.m.
Duration: 18 minutes 9 seconds

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Volatility & Home Life

Published: Feb. 11, 2019, 8 a.m.
Duration: 19 minutes 33 seconds

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