What Medicare Doesn’t Cover (and What You Can Do About It)
Navigating Medicare can sometimes feel like a maze. Understanding what’s covered—and what isn’t — can be tricky. While Medicare does offer a lot of valuable services, it doesn’t cover everything. Let’s discuss some of the most common things Medicare won’t cover and share solutions to help y …
The Peace in Retirement Blueprint
In this episode, Bill and Grant discuss how the Peace in Retirement Blueprint came to be.
Wall Street had a great week, Berkshire Hathaway not so much.
In this episode, Grant and Bill discuss how Wall Street had a great week, what we learned about how the presidential candidates plan to fix Social Security and Medicare, as well annuities and taxes.
Managing Your Wealth (and Sanity) in an Election Year
Are you wondering what impact the election year will have on your investments? Managing your wealth probably isn’t as convoluted by the election as you might think. Our Managing Your Wealth (and Sanity) in an Election Year Webinar hosted by leading voices in the financial services space, …
The Best of The Retirement Blueprint
In this episode Grant and Bill go over the Best of The Retirement Blueprint.
When Should I Sign Up for Medicare
Medicare can be a confusing topic for many. You can’t simply sign up anytime you want – and your enrollment timeframe can depend on a variety of factors. To help you figure out when your eligibility begins, we have put together the following flowchart. Download the checklist today to …
How much money is enough to feel wealthy?
In this episode, Bill and Grant discuss how much money is enough to feel wealthy, healthcare sticker shock, an update on Social Security and Medicare funding crisis, and why you could get some real deals on travel right now.
5 Tips for Getting the Right Medicare Coverage This Open Enrollment Season
Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Whether you’re enrolling for the first time or consider …
The Wall Street fear meter was running hot in August; we’ll check the current temperature
In this episode, Grant and Bill discuss the Wall Street fear meter was running hot in August, we’ll check the current temperature, new RMD rules, and the healthiest state for retirees.
Is it possible to create a recession proof portfolio?
In this episode, Grant and Bill discuss if it’s possible to create a recession proof portfolio, borrowing against the equity in your home, and the cost of healthcare in retirement.
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.
