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.
Aging in the Wrong Place, We Will Explore Some Options
In this episode, Bill and Grant discuss aging in the wrong place, the IRS puts some penalties on hold, and how to invest like the top zero-point-zero-zero-one percent.
Already Estimating the Security COLA for 2025
In this episode, Bill and Grant discuss already estimating the Social Security COLA for 2025, financial attachment, how in the stock market, FOMO is out, OMO is in, and what is a 401K.
Money Moves You Must Make in the First Year of Retirement
In this episode, Grant and Jeff talk about money moves you must make in the first year of retirement, retirement obstacles you must overcome, and creating a reliable retirement paycheck.
Money Mistakes to Avoid in your First Year of Retirement
In this episode, Grant and Jeff discuss common money mistakes that people make i their first year of retirement.
7 Times You Should Not Payoff a Mortgage Before Retiring
In this episode, Grant and Jeff discuss signs it could be time to look for a new investment advisor, 7 times you should not pay off a mortgage before retiring, what a deferred annuity is, and 10 things you should know about estate planning.
Costly Mistakes That People Maker Entering into Retirement
In this episode, Grant discusses reverse mortgages and 20 costly mistakes that people make when entering retirement.
5 Signs It’s Time to Ditch DIY Retirement Planning
Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.
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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.
