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Winning Retirement Radio

Kristen Charles

Winning Retirement Radio

A weekly Business, Investing and Entrepreneur podcast
Good podcast? Give it some love!
Winning Retirement Radio

Kristen Charles

Winning Retirement Radio

About
Winning Retirement Radio

Kristen Charles

Winning Retirement Radio

A weekly Business, Investing and Entrepreneur podcast
Good podcast? Give it some love!
Rate 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.

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.

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Podcast Details

Created by
Kristen Charles
Podcast Status
Active
Started
Feb 11th, 2019
Latest Episode
Apr 23rd, 2024
Release Period
Weekly
Episodes
181
Avg. Episode Length
15 minutes
Explicit
No
Order
Episodic
Language
English

Podcast Tags

This podcast, its content, and its artwork are not owned by, affiliated with, or endorsed by Podchaser.
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3

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