10 Smart Ways to Prepare for Retirement
Wondering how to prepare for retirement the smart way? You’re not alone. Whether your dream is to travel the world, spend time with grandkids, or simply enjoy a slower pace, retirement is one of life’s biggest transitions—and it deserves a solid plan.
Preparing for Recession
In this episode, Grant and Bill discuss preparing for recession, could passive income streams be a strategy for your retirement, and if people with millions saved are worried about retirement, should we all be paying more attention?
Protecting Things that are Most Important To You
In this episode, Grant and Bill discuss protecting the things that are most important to you, a new buzz word, and how being stubborn could be good for your health.
Traditional vs. Roth IRA: Which IRA Works for You?
Many of us all but ignore our retirement accounts for much of our working lives—most likely only vaguely aware of the portion of our paychecks going into our 401(k)s. If this describes you, it’s time to give retirement savings more attention—particularly in the case of IRAs.
A Dizzying Walk on Wallstreet…Is It Time To Rebalance Your Portfolio?
In this episode, Grant and Bill discuss a dizzying walk on Wall Street, are changes coming to the FDIC, how RMD’s work, and the great horizontal wealth transfer.
The Gold Rush…Why are Central Banks Stockpiling Gold? Is there an Opportunity For Us Here Too?
In this episode, Grant and Bill discuss the gold rush, dividends as part of a retirement plan, spotlight on retirement mistakes, and why some say the Scandinavian method helps them get a better night’s sleep.
Are Retirement Plan Contributions Tax-Deductible?
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions.
Big Changes Just Announced for Social Security, What You Need to Know
In this episode, Grant and Bill discuss big changes announced for Social Security, could your spring road trip be bad for the economy, and what’s in the head of the Fed?
Your High-Income Years are Key to Retirement Planning, So Get Stubborn
If you’re between the ages of 35 and 55, it’s time to get stubborn. Not like a toddler or teenager trying to assert their independence, but more in the sense of being committed and unyielding as you work toward your financial goals.
Recovery This Year, Next Year. We’ll Get into the Stock Market Correction
In this episode, Grant and Bill discuss the stock market correction, if the government shuts down does your SS shut down too, building a ladder for income in retirement, and if you’re the adventurous type, we have unique vacation ideas for you!
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.
