Numerous companies across the country are requiring employees to be vaccinated or risk losing their job in almost every sector. Instead of debating vaccine mandates, Greg and Kristin focus on what you and/or a loved one need to focus on if you’re in this situation when it comes to your workplace retirement accounts.   See omnystudio.com/listener for privacy information.

Winning Retirement Radio

What to Consider if a Vaccine Mandate Impacts Your Job

The risks investors face is continuing to grow, especially since deflation has become part of the economic conversation. Greg and Kristin not only simplify that, but also address how the current innovation and technology revolution we are living in could impact our investments moving forward. Plus, with the possibility of the backdoor ROTH being on the chopping block in Washington, they take the time to make sure you’re aware of what is available to you, at least for now. See omnystudio.com/listener for privacy information.

Deflation & The Technology Revolution

Nothing is final yet, but the latest tax proposals from D.C. Democrats have some investors rethinking their investments, and rightfully so!  Greg and Kristin share tips on what you should ask your advisor TODAY regarding your retirement accounts to be as tax efficient as possible with your portfolio moving forward. This episode is all about controlling what you can control in an uncertain time.  See omnystudio.com/listener for privacy information.

Controlling the Unknowns of Future Tax Rates

This week we reflect on the similarities of Wall Street today verses the markets of 1999, 2007 and 1929. Greg simplifies what we should be paying attention to today, and watching out for tomorrow when it comes to our retirement accounts.  See omnystudio.com/listener for privacy information.

Stop Putting off Your Wall Street Homework

Remember being a kid and dreading “the talk” your folks wanted to have? Beyond the birds and bees, there’s another awkward conversation you should have with your parents and your own children… The financial talk. Greg and Kristin reveal two realities that impact baby boomers: Do you best to help mom and dad have a plan for their money so you don’t accidentally negatively impact your own financial future. And take care of your own financial planning now so your kids will have an easier time when it’s their turn. Either way, it’s all about taking care of family! See omnystudio.com/listener for privacy information.

Having “The Talk” With Your Family

With constant news developing regarding Afghanistan, COVID, vaccinations, and government spending… For many it feels as if there are more unknown than ever before. This week Greg is highlighting why and how we should take a step back and direct our energy and effort on what’s within our control. See omnystudio.com/listener for privacy information.

America’s Unknowns & Your Money

Taxes are about as low as they’ve ever been. It’s no secret they will likely be much higher in the future. However, Greg and Kristin have good news to share: Some of the tax strategies American billionaires have been using for years are more obtainable for high-income and high-net-worth Americans than you may realize. - Every situation is different, but Greg and Kristin are simplifying why the focus shouldn’t be on what you make, but on what you keep when it comes to taxes and the future of your retirement. See omnystudio.com/listener for privacy information.

Can More Americans Minimize Taxes Like a Billionaire?

Thanks to texting and social media, acronyms have almost become a standard in communication. Think of all the LOL’s, IDK’s and JK’s you’ve seen or sent. On this episode, we have some fun clarifying some conversational slang. Then Greg & Kristin help us better understand the financial acronyms that can trip up average investors, and what we need to better understand about our investment accounts. ? So, to avoid FOMO, listen to this podcast ASAP! See omnystudio.com/listener for privacy information.

Understanding Financial & Non-Financial Acronyms

The neighborhood kids lemonade stand is not only a sentimental snapshot of America. It’s also where many of life’s lessons begin. We’ll hear from a 12-year-old entrepreneur about how his summer business is going, and you may be surprised to find out the financial and life lessons we can take away from those cups of lemonade! Plus, insight about a couple who’s uneasy about protecting their assets against market volatility... but also feels they have too much on the sidelines in cash. See omnystudio.com/listener for privacy information.

Life Lessons from Summer Lemonade Stands

Everyone is feeling it. Considering that consumer prices rose more than projected in May, Greg & Kristin share some interesting insight on what’s really going on with inflation. Plus, with summer vacations and relaxation top of mind, they explain why it’s not time to get complacent about your money with the market heating up. See omnystudio.com/listener for privacy information.

Are we Entering True Inflation & Volatility Territory

Did you know that estate planning isn’t only for those with champagne wishes and caviar dreams?Greg and Kristin explain why almost everyone needs to do it, and how this planning impacted their own family recently. Plus, last spring it was toilet paper. This spring, it was gasoline! Listen to find out what we can learn from the recent fuel shortage along the east coast when it comes to our investment accounts. See omnystudio.com/listener for privacy information.

Herd Mentality & Your Wallet

Many of the millionaires that Greg & Kristin work with were never doctors, lawyers or CEOs with 6 figure incomes. They are middle-class hard-working people from various fields that stayed focused on a goal, and still enjoyed life along the way! You'll hear the story of how one man worked his way up from a warehouse worker to running that same company... and put away almost $2 million dollars during his career. Find out why he and his wife now need Greg and Kristin’s help. See omnystudio.com/listener for privacy information.

Who Wants to Be a “Self-Made” Millionaire

According to an investment research firm (and some of the media), President Biden had the strongest stock market performance during a new president's first 100 days in office since John F. Kennedy in 1961. First and foremost, Greg & Kristin remind us that politics should never separate family and friends, but then they illustrate how politics can impact our investments and what REALLY matters to your bottom line. Plus, they address what types of financial issues often keep people over 55 tossing and turning at night. See omnystudio.com/listener for privacy information.

Wall Street rode the “Trump Train.” But is it now a “Biden Boom?”

A listener recently reached out with a common concern for couples: The husband is uneasy after realizing that yes, they did a good job saving and investing all these years, but there is no true financial plan in place for his wife for when he’s no longer here. Greg and Kristin simplify what both spouses should consider, and how to approach planning for the “what if’s” of the future. Plus, a realistic and sensitive dialogue about how financial planning is different for blended families. See omnystudio.com/listener for privacy information.

Important Family Financial Conversations

Find out what your favorite HGTV home remodeling shows have in common with the way we should approach financial planning. And since the Masters wrapped up recently at Augusta National, we discuss top golfer habits that can also be applied to investing. See omnystudio.com/listener for privacy information.

Is Your Portfolio a Fixer Upper?

Years ago, Greg and Kristin Taylor set out to provide pre- and current retirees with retirement solutions that meet their income needs, protect their assets, and preserve their estates for generations to come. Along with their team at Legacy Retirement Group, Greg and Kristin developed a process that’s designed to uncover potential problems or “cracks” in retirement planning, and to provide solutions to fix them.

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Winning Retirement Radio

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