Should You Wait Until 70 to Claim Social Security?

“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 increa…

Is Financial Secrecy a Form of Cheating?

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 communica…

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

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…

Plugging the Leaks: How Efficient Is Your Retirement Plan?

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 oft…

Does Your Financial Advisor Need to Be Local?

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…

Should You Talk to Your Kids About Your Retirement Plans?

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 s…

Questions to Ask an Estate or Elder Law Attorney

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, inclu…

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

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. G…

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

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), …

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

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 …