12 Hard Truths About Retirement
In this episode, Grant discusses the pros and cons of using CD’s for savings and 12 hard truths about retirement.
Making An Annual Financial Planning Checklist
In this episode, Grant discusses making an annual financial planning checklist. Also paying for the soaring cost of elder care, and 8 mistakes that can upend your retirement.
The Economic Outlook for 2024-Are We Seeing the Light at the End of the Tunnel
In this episode, Grant discusses the economic outlook for 2024, 10 long-term investment strategies, whether this is the right time to buy gold and silver, and 5 worthwhile retirement goals to work for in 2024.
A Holiday Year-End Checklist
In this episode, Grant talks about a holiday year-end checklist, Trump tax cuts expire in 2025-how much more you’ll pay, misconceptions about owning rental real estate, and terrible money mistakes you might hear over the holidays.
Yes, You Can Make a Solid Long-Term Care Plan: Here’s How and Why It’s Important
By Matt Lewis, CLTC®, Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. And when you live a long life, it’s also fair to say that sooner or later, we’re going to need some form of care.
The Level of Risk Involved With Different Investments
In this episode, Grant discusses the recent inflation figures and whether they signal a light at the end of the tunnel. Also Grant discusses the levels of risk involved with different investments.
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. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …
Medicare Time – Now What? Things to Know as You Start Out
By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …
Social Security and Medicare Changes Coming in 2023
In this episode Grant talks about changes coming with social security and medicare in 2024, considerations for investing if we enter into a recession, and what to expect in your complimentary Retirement Blueprint review.
5 Strategies You Need To Know If We Enter a Recessions
In this episode, Grant discusses 5 strategies you need to know if we enter a recession, what to consider this medicare open enrollment season, protecting yourself from market volatility near retirement, four do’s, four dont’s and one never.
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.
