When it comes to managing your money, should you trust family — or is a fresh set of eyes the smarter move?

From parents who jokingly say they’ll “move in” if their advisor-son loses the money, to widows who struggle to trust anyone new, the Taylors explore the emotional, practical, and financial challenges of working with someone who shares your last name. They discuss why trust can’t be assumed — it must be earned — and why experience, objectivity, and the ability to have tough conversations matter more than familiarity. Whether you’re considering hiring a family member or wondering if it's time to step outside your comfort zone, this episode will help you think more clearly about trust, transparency, and choosing the right guide for your retirement journey.

 

💬 Ready for your own “financial check-up”? Schedule a call with us to get started. https://www.legacyretirementgroup.com/schedule-an-appointment

 

🔎 Keywords: financial advisor family member, should family manage money, trusting a financial advisor, retirement planning Columbus Ohio, Legacy Retirement Group, choosing a financial advisor, financial trust issues, retirement income planning, advisor experience vs. family, money and family boundaries, why hire an outside advisor, retirement decisions, financial transparency, Winning Retirement podcast

When it comes to managing your money, should you trust family &mdash; or is a fresh set of eyes the smarter move?
From parents who jokingly say they&rsquo;ll &ldquo;move in&rdquo; if their advisor-son loses the money, to widows who struggle to trust anyone new, the Taylors explore the emotional, practical, and financial challenges of working with someone who shares your last name. They discuss why trust can&rsquo;t be assumed &mdash; it must be earned &mdash; and why experience, objectivity, and the ability to have tough conversations matter more than familiarity.&nbsp;Whether you&rsquo;re considering hiring a family member or wondering if it's time to step outside your comfort zone, this episode will help you think more clearly about trust, transparency, and choosing the right guide for your retirement journey.
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💬 Ready for your own &ldquo;financial check-up&rdquo;? Schedule a call with us to get started. <a href="https://www.legacyretirementgroup.com/schedule-an-appointment">https://www.legacyretirementgroup.com/schedule-an-appointment</a>
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🔎 Keywords:&nbsp;financial advisor family member, should family manage money, trusting a financial advisor, retirement planning Columbus Ohio, Legacy Retirement Group, choosing a financial advisor, financial trust issues, retirement income planning, advisor experience vs. family, money and family boundaries, why hire an outside advisor, retirement decisions, financial transparency, Winning Retirement podcast

🎙️ 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 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.

🎙️ 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? <a href="https://www.legacyretirementgroup.com/schedule-an-appointment">Schedule a 15-minute call</a> with a team member.
<hr>
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.

Insight for those near and in retirement.

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 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.

🎙️ 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.