Understanding Social Security Spousal and Survivor Benefits for Retirement
Social Security spousal benefits can be a crucial component of the Social Security program, designed to provide financial support to spouses — whether they are currently married, divorced or widowed. Understanding these benefits can significantly impact retirement planning and financial sec …
Rate Cuts Could Be Coming in September, So Why Isn’t Wall Street Celebrating?
In this episode, Grant and Bill discuss that an interest rate cut could be coming in September, so why isn’t Wall Street celebrating, Social Security is about to hit the breaking point, and what you don’t know about probate could hurt you.
How To Effectively Manage Your Social Security Retirement Benefits
Do you have questions about Social Security? We have answers! Our How to Effectively Manage Your Social Security Retirement Benefits webinar, featuring Carson Group’s Sr. Wealth Planner Tom Fridrich and Wealth Planner Jake Anderson, is now available on-demand.
The Fallout of Wall Street
Segment 1 Segment 2 In this episode Grant and Bill discuss the fallout on Wall Street, is downsizing worth a look, states ranked the best for retirees, and how to stay in your prime in retirement.
Maximize Social Security Benefits & Minimize Tax Burden
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances …
How this Bull Market Compares to Bull Markets Past
Segment 1 Segment 2 In this episode Grant and Bill discuss how long this bull market compares to bull markets past, a change of heart from the Federal Reserve, why women will own boomer wealth by 2030.
Yes, Social Security Is Taxable – But Yours Doesn’t Have to Be
As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.
The Presidential Election & Taxes
In this episode, Grant and Bill discuss the presidential election and taxes, silver squatters, AI, and investors who want to freeze themselves and take their nest egg with them.
Why ChatGPT Gives Out Less Suitable Advice
Segment 1 Segment 2 In this episode, Grant and Bill discuss why ChatGPT gives out less suitable financial advice, should you tap your home equity to ease your retirement, and how Bill Gates could possibly run out of money.
His and Hers Retirement Accounts
Segment 1 Segment 2 In this episode, Grant and Bill discuss his and hers retirement accounts and why pet ownership is a predictor of financial responsibility.
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.
