Making An Annual Financial Planning Checklist

Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions.  Contributions to a 401(k), traditional IRA, and other retirem …

With larger traditional IRA account balances and changing tax laws, 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, particu …

Many retirement accounts—including 401(k)s and IRAs—give individuals the ability to save for retirement in a potentially tax-advantaged manner. Contributions are often tax-deductible, and gains are tax-deferred. This means your retirement funds can grow without being taxed until you start w …

In this episode, Grant and Bill discuss one TV personality’s fears that could be in her future, tips on handling a big win, and the value of shopping around.

In this episode, Grant and Bill discuss investing in gold, settling disagreements on who is getting what, and cryptocurrency, how to pass it on to your beneficiaries.

This is a best of from The Retirement Blueprint.

In this episode, Grant and Bill discuss some options for re-investing your RMD’s, Annuity Awareness month, and how financially literate are you?

In this episode, Grant and Bill discuss what the One Big Beautiful bill could do for you, asking AI for retirement advice, and working while taking Social Security benefits.

This is a best of from The Retirement Blueprint.

In this episodes, Grant and Bill discuss knowing when it’s time to find a more “personal” financial relationship, might a work/retire hybrid ease the transition, and renting as an investment?