
đď¸ 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.
đ 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 li... more
| Publishes | Weekly | Episodes | 100 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipInvesting | |||

Some financial firms promote themselves as a âone-stop shop,â offering attorneys, accountants, and advisors all under one roof. So why doesnât the team at Legacy Retirement Group do the same?
In this episode, Greg and Kristen explain the philosophy... more
âWait until 70. Youâll get 8% more per year.ââ¨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 thereâs no... more
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 mism... more
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, ... more
People also subscribe to these shows.
I appreciate when they give us the scoop on money stuff. And the way they talk about their fam makes it seem like they're open books. Almost like we're all in on the conversation.
I listen to Greg and Kristin every week and watch them on ABC. I love how they teach me something new every time but also pick at each other. Their dynamic is incredible đâşď¸
Greg & Kristin are certainly a power couple! I enjoy listening to them every week. Their perspective is âunique, very practical and fresh. They are very knowledgeable not only about the industry but the current and trending topics. They provide timely tips and tricks to better prepare for the future. Their positive outlook and angle on issues help calm uneasiness generated from what is happening around us. Finally, it is encouraging to know that instead of panicking I can have better control of ... more
I Love hearing the dynamic of Greg and Kristin on the show every week. Its entertaining and educational
I enjoy listening to this couple every week. Their perspective is calming and educational










Listeners, social reach, demographics and more for this podcast.
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