It's a whole new game

Imagine dumping a puzzle onto a table. All those pieces will make a beautiful picture, but they're not going to assemble themselves.

It's a little like planning for retirement—many puzzling pieces that, assembled in the most efficient way, will allow you to picture your retirement dreams. But most people need help when it comes to making that vision a reality. Where do you start with such a daunting task?

In Winning Retirement, Greg Taylor shares information on how to thrive in retirement, not just get by. He helps you see how to move from tax-deferred mindset that helped you build a healthy nest egg into a mindset that focuses on a protected stream of lifelong income, that looks at efficiencies when dealing with taxes, health needs over time, and leaving a legacy for those you love.

A Certified Financial Fiduciary and Certified Retirement Coach, Greg and his team at Legacy Retirement Group know how to put together the pieces of the retirement puzzle in the most efficient way to form the image of your retirement dream.

IMPORTANT DISCLOSURES

No specific tax, legal, or investment advice or recommendations are intended with the distribution of this book. You should consult with your own tax, legal, or investment professional for any specific recommendations.

This book, although accurate at the time of its published date, contains references to tax rates, illustrations, and strategies that may have changed or are no longer available.

GREGORY TAYLOR helps people protect their income in what should be the most rewarding years of live. After working with seniors as a volunteer in college, he turned his passion for loving God, loving people, and serving both into a more than thirty-year journey of helping people be better prepared to enjoy their dreams beyond the working years.

As a founder of Legacy Retirement Group, in Dublin, Ohio, Greg leads a team in investment, insurance, estate planning, and elder law who employ efficient strategies that help people realize what is realistic, what is not, and what truly matters in retirement.

Greg and his wife, Kristin, can be found in the insightful and entertaining TV show, Winning Retirement with Greg and Kristin Taylor, on ABC Sunday Morning, and on the Winning Retirement radio show, both airing in Columbus, Ohio. Greg has also been featured in the Wall Street Journal, CNBC Morningstar, Yahoo Finance, MarketWatch, the Boston Globe, Forbes.com, USA Today, and other media.

Foreword by Earle Bruce

Introduction: Game Changers

Chapter One: Into a New Season
Chapter Two: Replacing That Paycheck
Chapter Three: Avoiding Tax Traps
Chapter Four: What You Leave Behind
Chapter Five: It’s All about Teamwork
Chapter Six: Here’s to Your Health

Conclusion: Winning Ways

About the Author

It's a Whole New Game