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!

Did you Know the Government Has a Reserve of Helium? We’ll Tell You What Else the President Wants to Stockpile

In this episode, Grant and Bill discuss what else the President wants to stockpile, which is easier…saving or spending, how focused conversions might be able to save you money on taxes, and how you would vote on Daylight Savings Time.

Social Security…From Job Cuts to Taxes, What You Need to Know

In this episode, Grant and Bill discuss Social Security, your net worth, and retirement as a new beginning.

The Latest Report on how Long a Million Dollars Will Last in Retirement

In this episode, Grant and Bill discuss the latest report on how long a million dollars will last in retirement, revealing your will before you even sign it, tips for an all-weather tax plan, and the most popular age to claim Social Security benefits.

De-constructing Target-Date Funds

In this episode, Grant and Bill discuss de-constructing target-date funds, trying to erase the tax on Social Security benefits, inverse prioritization, and planning for the healthcare you could need.  

You Thought Working Was Hard, Try Retiring

In this episode, Grant and Bill discuss how you thought working was hard, try retiring. Also, preparing for April 15th, how much risk are you taking for your retirement savings, and teaching your grandkids how to invest.

New Tariffs on our Neighboring Countries, How We Will Feel the Effects

In this episode, Grant and Bill discuss new tariffs on our neighboring countries and how we will feel the effects, how the Fed’s decision on interest rates impacts us, and do you know someone with “”Money Dysmorphia””?

Is the New Administration About to Make Changes to the Way Social Security is Taxed?

In his episode, Grant and Bill discuss whether the new administration about to make changes to the way Social Security is taxed, taking the volatility out of Bitcoin, and are you ready for the 24 hour a day togetherness?

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us