Winning Retirement Radio
Winning Retirement Radio
🎙️ 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 li…Follow the podcast:
Do You Become a NEW Couple When You Retire?
💍 Marriage and retirement are both significant life milestones. 🤵♂️👰♀️ Several factors intersect when you retire. Greg and Kristin spotlight when and what you and your spouse should include as part of your “retirement talk.” Who better find out from than a couple who helps families retire on …
23:20
If We Must Take RMDs, Must Trump and Biden Debate?
Will Trump and Biden debate before election day? We hope! 🇺🇸 Will Uncle Sam happily take more of your retirement money than is technically required? Maybe! 🤔 Will this married couple inform and be awkwardly entertaining on this episode? Yes! 👩❤️👨 A listener question about RMD…
11:17
Inflation, Hot Dogs, Tea, and O.J.
🌭 Yup. This episode is like a stomach ache, kind of. But hey, with some home remedies, it's worth a listen! Moody's Analytics found that regular American families are shelling out more moolah per month, paying a whopping $200 more for stuff than we did just a year ago! 😱 With money top of mind f…
10:44
Can You Increase Your Wages In Retirement
🍔🍟 Thanks to their local government, California, fast food workers now earn a minimum wage of $20 per hour. Greg and Kristin explain how this could lead to increased use of technology and AI, resulting in fewer human employees. 🤖 They explore strategies for giving yourself a raise during retirem…
20:41
5 Takeaway Tips For Spring Cleaning Your Finances
🧹 Greg and Kristin share actionable ideas to help spruce up your financial life this Spring! 🌼 Plus, learn if and when it makes sense to look into strategies that may help you plan toward a 0% tax bracket in retirement! (All situations differ). If you’d like a copy of the My Retirement Kit they…
15:05
Can You Find Confidence Without a Paycheck?
The transition from working to retiring can feel uncertain for some. Find out what Greg believes is best to pair with a 401(k), 403 (b), or IRA. And it's not money-related! We'll also chat about the new concept on social media for so-called passive income. Then, after Greg’s mini political explosi…
18:03
Good News and Retirement Goals
🚘 With so many on the road, we swap spring break stories and find out the wonderful reason the Taylors are skipping the travel chaos for now! Greg then shares how one couple he recently sat down with knew exactly what they wanted to do in retirement: Buy a home in Florida! ☀️ Don’t worry, not e…
11:05
The State Of Your Retirement Tax Bill
After digesting the most recent State of the Union, Greg and Kristin share strategies investors may want to consider regarding retirement, social security, and even Medicare Part B and D during tax season. Then we’ll talk about the market and how many economic predictions were way off. And, does t…
16:30
Invest With Purpose, Especially During Political Chaos
Greg and Kristin share how the tone and types of questions asked about retirement have changed over the last few elections, and how President Biden's canceling of $1.2 billion of student loan debt in February impacts us regarding future taxes. Campaign season is heating up, 🔥 and so is Greg! Als…
17:00
Exploring Unknowns of Space and Retirement
🚀 America landed on the moon for the first time in about 50 years on February, 22nd. 🌚 Don’t worry, we didn’t know until after it happened either! But a total solar eclipse happening on April 8th. 👓☀️⚫ We’ll pass along what we know (Ohio should have a good view!), and address how some feel r…
10:20