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.
Twelve Questions Retirees Often Get Wrong About Taxes in Retirement
In this episode, Grant discusses 5 things I wish I knew before I retired, 5 things an annuity salesperson won’t tell you, twelve questions retirees often get wrong about taxes in retirement, and what is a reverse mortgage, how does in work, and what are the pros and cons?
What to Know About Rolling Over a 401K to an IRA.
In this episode, Jeff and Grant discuss what to know about rolling over a 401K into an IRA, a pension alternative, how the presidential election could affect the stock market, and getting remarried – estate planning pitfalls to avoid.
4 Moves You Can Make with Your Old 401(k)
Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment gap and anticipation of the new career all at once.
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.
