The Best of Retirement Blueprint
In this episode, Grant and Bill discuss the “best of” the Retirement Blueprint.
Taking a Look Back on 2024
In this episode, Grant and Bill discuss looking back at 2024, the looming takeover of AI, rate cuts predicted, and grocery prices – comparing then and now.
Investors Went Cyrpto Crazy This Year
In this episode, Grant and Bill discuss how investors went crypto crazy this year, how the IRS plans to get its shares of the profits, a popular retailer warns customers that tariffs could mean big changes, and the idea of old keeps getting older.
Could a Santa Rally Be on the Way?
In this episode, Grant and Bill discuss if a Santa rally could be on the way, going all in with equities, a 2025 retirement checklist, and the gift of your will for the holidays.
An Early Holiday Gift, Possibly Paying Less Taxes Whether You’re on the Naughty or Nice List
In this episode, Grant and Bill discuss an early holiday gift, possibly paying less whether you’re on the naughty or nice list, super catch up rules and how they could effect your bottom line, and where else could your money go besides the market.
The Cost of Your Thanksgiving Dinner May Have Been a Little Less This Year
In this episode, Grant and Bill discuss how the cost of your Thanksgiving may have been a little less this year, Dr. Oz and Medicare Advantage plans, what’s with ETFs, and dream or nightmare…a Christmas cruise with the Hallmark Channel.
Taking Advantage of the Holidays to Talk about the Inevitable
In this episode, Grant and Bill discuss taking advantage of the holidays to talk about the inevitable, the S&P 500 setting records, tips for getting in shape financially for 2025, and what to do with your RMD.
New Math for Retirement Savings
In this episode, Grant and Bill discuss new math for retirement savings, demand for pensions is growing but is anyone listening, testing your EFT IQ, and tapping into home equity for long term healthcare.
Understanding Long-Term Care Planning: What You Need to Know
As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …
Is Silver the New Gold?
In this episode, Grant and Bill discuss is silver the new gold, plan to work after retirement, what Medicare does not cover, and taking action to protect a family member from themselves.
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.
