The “Great Wealth Transfer” may not look the way we expected — and the stories might surprise you.

After embracing the holiday season, we discuss how the “Great Wealth Transfer” is happening — but not exactly how the headlines predicted. Greg and Kristen unpack a new Charles Schwab study showing that many high-net-worth Baby Boomers are choosing to enjoy their money now rather than pass it all down. They explain why the real key isn’t whether you leave money behind — it’s knowing what you actually spend, planning for the lifestyle you want, and creating enough protected income to support the life you choose. Whether you want to give, save, or spend it all, a solid income plan brings the confidence to enjoy retirement on your terms.

 

📂 Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit: https://www.legacyretirementgroup.com/podcast-request

 

🔎 Keywords: retirement income planning, great wealth transfer, baby boomer spending, inheritance planning, generational wealth, giving while living, retirement lifestyle budget, Columbus Ohio financial advisor, protected income in retirement, retirement expenses, spending in retirement, retirement planning podcast, legacy planning strategies, Adventures by Disney trip retirement, how much do retirees really spend, outliving your money

 

 

The &ldquo;Great Wealth Transfer&rdquo; may not look the way we expected &mdash; and the stories might surprise you.
After embracing the holiday season, we discuss how the &ldquo;Great Wealth Transfer&rdquo; is happening &mdash; but not exactly how the headlines predicted. Greg and Kristen unpack a new Charles Schwab study showing that many high-net-worth Baby Boomers are choosing to enjoy their money now rather than pass it all down. They explain why the real key isn&rsquo;t whether you leave money behind &mdash; it&rsquo;s knowing what you actually spend, planning for the lifestyle you want, and creating enough protected income to support the life you choose. Whether you want to give, save, or spend it all, a solid income plan brings the confidence to enjoy retirement on your terms.
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📂 Need a little help getting organized? Download a FREE copy of Legacy&rsquo;s My Retirement Kit: <a href="https://www.legacyretirementgroup.com/podcast-request">https://www.legacyretirementgroup.com/podcast-request</a>
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🔎 Keywords:&nbsp;retirement income planning, great wealth transfer, baby boomer spending, inheritance planning, generational wealth, giving while living, retirement lifestyle budget, Columbus Ohio financial advisor, protected income in retirement, retirement expenses, spending in retirement, retirement planning podcast, legacy planning strategies, Adventures by Disney trip retirement, how much do retirees really spend, outliving your money
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🎙️ 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.