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.
Tips To Help Your Finances Last As Long As You Do
In this episode ,Grant talks about tips to help your finances last, how to rebalance from within your IRA, 10 essentials for retirement, and transitioning from work to retirement life.
Twelve Retirement Mistakes That Even Well Informed People Make
In this episode Grant discusses how much money you need to retire, covering rising healthcare costs in retirement, and 12 retirement mistakes that even well-informed people make.
Mutual Funds verses Exchange Traded Funds – Which is Right For You
In this episode Grant talks about mutual funds verses ETF’s, the difference and the uses, the ins and outs of annuities, will vs trusts, and how social security is taxed.
Understanding Investments Risks and How to Mitigate Them
In this episode, Grant discusses how to mitigate investment risks. He also gives a refresher on IRA’s, along with taking control of your retirement with target date funds, and an explanation on the bucket strategy.
Taking Ownership of Your Retirement
In this episode Grant discusses taking ownership of your retirement with a personalized plan, how alternative assets can play a role in your retirement planning, pension substitutes, and the difference between wealth preservation and income generation.
COMPLIMENTARY RESOURCE
7 Important Retirement Savings Topics for 2023
See the topics that are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you.
