🎙️ 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 invest
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About the host
Unknown Host hosts Winning Retirement Radio, a business show with 73 episodes published.
The Legacy You Leave: Estate Planning, Roth Conversions & Passing Down More Than Money
Jul 21, 202610m
What will your family remember—and inherit—when you're gone? In this heartfelt episode of Winning Retirement, Greg and Kristen Taylor explore the difference between leaving behind possessions, wealth, and a l
How Much Do You Need to Retire on $100,000 a Year?
Jul 14, 202610m
How much money do you need to retire comfortably in the United States? Is $1 million enough? And how much savings does it take to generate $100,000 a year in retirement income? In this episode of Winning Retirement , Gre
Love, Retirement & Second Chances: The Money Talk Every Couple Needs
Jul 7, 202612m
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, prenu
More Americans are finding themselves caring for aging parents while preparing for their own retirement. In this episode, Greg and Kristen discuss the emotional and financial realities of caregiving, share personal and c
Will Social Security Change? Why Your Retirement Income Needs a Backup Plan
Jun 23, 20267m
A new report warns that Social Security's trust fund could run short of reserves by 2032, potentially leading to benefit reductions if lawmakers fail to act. In this episode of Winning Retirement, Greg and Kristen break
Retiring Earlier Than Planned? Why Flexibility Matters.
Jun 16, 20269m
Greg and Kristen discuss why nearly 6 in 10 retirees leave the workforce earlier than expected. From layoffs and workplace burnout to health challenges and family caregiving responsibilities, they explore the real-life r
Inflation, Social Security & the Real Cost of Retirement
Jun 9, 202611m0
Greg and Kristen discuss summer travel, family vacations, and the rising cost of living. Then, using the latest Social Security COLA projections as a starting point, they explore why inflation remains one of the biggest
In this episode of Winning Retirement, Greg and Kristen discuss the question many retirees are asking: “Have we done enough?” They explain why retirement planning is about more than building wealth—it’s about creating re
In this heartfelt episode of Winning Retirement, Greg and Kristen discuss how quickly retirement plans can change when unexpected health challenges arise. Inspired by the ALS diagnoses of close friends and clients, they
Greg and Kristin explore an important retirement question: Is the goal to become wealthy—or simply make sure you never run out of money? Greg shares a personal story about losing everything in a childhood house fire and
In this episode of Winning Retirement, Greg and Kristen start with some fun family stories before tackling a challenge many families face today. With rising housing costs and more young adults living at home, parents are
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 los
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, t
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 Kr
Should You Wait Until 70 to Claim Social Security?
Mar 3, 202610m0
“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 ben
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 h
Can AI Plan Your Retirement? What Technology Can—and Can’t—Do.
Feb 17, 202610m0
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
Plugging the Leaks: How Efficient Is Your Retirement Plan?
Feb 10, 202610m0
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—wh
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 lo
Should You Talk to Your Kids About Your Retirement Plans?
Jan 27, 202610m0
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 retire
How do I pitch Winning Retirement Radio as a podcast guest?
Winning Retirement Radio has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Who is the host of Winning Retirement Radio?
Winning Retirement Radio is hosted by Unknown Host. The show is categorised under business (education) and has published 73 episodes.
How many episodes does Winning Retirement Radio have?
Winning Retirement Radio has published 73 episodes.
What topics does Winning Retirement Radio cover?
Winning Retirement Radio regularly covers business, education. It sits in the business category, with a education focus.
Is it hard to get booked on Winning Retirement Radio?
Winning Retirement Radio is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Is Winning Retirement Radio currently accepting guest pitches?
Winning Retirement Radio hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
How long are Winning Retirement Radio episodes?
Episodes of Winning Retirement Radio average 11 minutes. a focused format where a clear narrative arc and tight preparation matter most.
What guest credentials does Winning Retirement Radio typically look for?
Our data rates Winning Retirement Radio's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 13 days ago.