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.
What does comfortable really mean to most Americans and do we still believe we can live that way in retirement?
In this episode, Grant and Bill discuss can you still live comfortably in retirement, are there pros and cons to a tax credit, and what estate planning could like like if you’re a solo-ager.
What to Do with Your Money 1, 5, and 10 Years Before Retirement
Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. But there’s no exact science for figuring out exactly how much money you’ll need to ac …
What would you say has been the worst year to retire in the last century?
In this episode, Grant and Bill discuss the worst year to retire in the last century, gold prices, and pros and cons to selling your home and re-investing the money.
How to Leverage Tax-Advantaged Accounts
While each of us has our own set of financial goals and objectives, one smart strategy can be beneficial in any number of situations: tax-advantaged accounts. These are accounts such as IRAs, 401(k)s and HSAs—accounts specifically designed to help reduce your tax burden, whether that’s a be …
It’s costing more to fill the tank and not only for our cars
In this episode, Grant and Bill discuss that it’s costing more to fill the tank and not only for our cars, tax mitigation strategies, and ways to grow your wealth in retirement.
What has America’s retirement more vulnerable that it was in the past?
In this episode, Grant and Bill discuss what has America’s retirement more vulnerable, 5 threats to your retirement a financial planner might help you with, and America’s new number for a comfortable retirement.
Next-Level Retirement Planning: Advanced Retirement Strategies
Becoming hyper-focused on only one aspect of a project is rarely a good approach. A racecar driver who only focuses on speed and ignores strategy likely won’t win many races. A carpenter who only hammers in nails won’t build strong structures. The same is true of retirement planning. If you …
Gold prices are down. We’ll get into what might be behind the slump.
In this episode, Grant and Bill discuss gold prices, testing the waters in retirement, alternative investments, and 3 cities chosen as this year’s best places to retire.
Should I Open a Traditional or Roth IRA?
Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
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.
