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 toda…

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 fac…

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, inclu…

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 …

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.

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 …

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, S…

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 …

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 ma…

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 w…