Imagine working into your 90’s because a clerical error denied you a pension
In this episode, Grant and Bill discuss working into your 90’s because a clerical error denied you a pension, retirement confidence is sliding, and the American dream.
8 Blunders to Avoid in Retirement
You’re about to approach one of the biggest milestones in your lifetime: retirement. For many retirees, this is a momentous event that gives you much needed time for family, relaxation, and hobbies. For others, this may create apprehension and fear. But it doesn’t have to be that way. With …
Planning for Your First Required Minimum Distribution in Retirement
Qualified retirement plans—such as traditional 401(k)s, 403(b)s and IRAs—can help offer clear tax advantages. They offer a tax deferral on contributions and growth until distribution. And while this is beneficial for many, certain rules are in place to help prevent individuals from taking a …
Testing your knowledge of Social Security
In this episode, Grant and Bill discuss Social Security, getting in sync with your partner on the rest of your life decision, and age where you are or change the scenery?
Don’t Blow Your Budget! Tips to Create Your Retirement Spending Plan
Many retirees find that even carefully planned budgets don’t hold up once the structure of a regular work schedule disappears. Spending can creep up in unexpected ways, and despite detailed worksheets and diligent tracking, it’s easy to exceed monthly limits. What looks solid on paper can o …
Best of Episode
Best of Episode
Is the retirement you want, the one you’ll get?
In this episode, Grant and Bill discuss is the retirement you want the one you’ll get, hidden costs can turn a dream into regret, and what’s your comfort cost?
Getting Ready to Retire? How to Be Fully Prepared
During your working years, retirement can feel like a distant, far-off time in your life that you hope to get to someday. And though you may think of it simply as the point when you stop working, it’s a major life transition that shifts how you spend your time, how you define your purpose, …
The Great Wealth Transfer is underway
In this episode, Grant and Bill discuss the Great Wealth Transfer, the third founder of Apple missed out on billions and why he is standing by his decision, and why some pro-golfers are in the rough with what seems to be no way out.
COMPLIMENTARY RESOURCE
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
