We go to the doctor for a yearly check-up. Find out if we need a
“financial check-up” at least once-a-year, and what that should
include. Plus Greg & Kristin break down what target-date funds are,
and if they’re a good option for you.
About the Podcast
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.