More Records for the NASDAQ
Segment 1 Segment 2 In this episode, Grant and Bill discuss more records for the NASDAQ, why investors are cashing out of the S&P 500, and advice from one of the most famous and successful investors.
Opening Up About Money
Segment 1 Segment 2 In this episode, Grant and Bill discuss opening up about money, will you need long-term case, and what could trump your will?
Scared of Running Out of Money in Retirement? Here’s How to Avoid It
There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.
What We’ve Got That AI Doesn’t
Segment 1 Segment 2 In this episode, Grant and Bill discuss what we’ve got that AI hasn’t got, what to do with a nest egg, and when it’s time to shift from customers first to “me-first”.
Huey Lewis and Retirement News
Segment 1 Segment 2 In this episode, Grant and Bill discuss Huey Lewis and the retirement news, you’re lucky enough to find a new home, now keep the old one or sell it, and 5 years from retirement: what you need to be doing right now.
BlackRock Billionaire Larry Fink Says We Should Think More Like Aussies
Segment 1 Segment 2 In this episode, Bill and Grant discuss how BlackRock billionaire Larry Fink says we should think more like Aussies, why so few are “living the dream in retirement”, and when Go-Go becomes No-Go, will you be prepared?
The Roth IRA Conversion: Why & How to Use This Strategy in Your Retirement Planning
Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particularly for individuals seeking tax diversification, potential long-te …
Forecast Whiplash…cut, hike, cut, hike…Where Interest Rate Predictions Fall this Week
In this episode, Bill and Grant discuss forecast whiplash…cut, hike, cut, hike…where interest rate predictions fall this week, inflation is up for yet another month but the president counts it as a win, the major investment firm that says there’s “no-return” le …
Social Security Isn’t Running Out of Money as Fast as we Thought
In this episode, Bill and Grant discuss that Social Security isn’t running out of money quite as fast as we thought, ways to minimize taxes in retirement, how “gray divorce” can shred your retirement plans , and our confidence in the government to handle the economy is his …
Where’s the Trust? Are you Holding onto a Secret Bank Account?
Segment 1 Segment 2 In this episode, Bill and Grant discuss where is the trust, smart financial moves to retire at the same time, how much do your beneficiaries really need to know, and how Taylor Swift fans could help you become a millionaire, maybe.
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.
