Insights

In this episode, Grant and Bill discuss how much you need for a comfortable retirement, if you married deciding when to apply for Social Security, and passing along an inheritance while you’re still around.

In this episode Grant and Bill discuss Elon Musk unconventional advice and some taxes that have suddenly become very complicated.

In this episode Grant and Bill discuss how everything old is new again, four questions that could help you decide when to take Social Security, and how one stranger changed the life of a 92 year old woman.

In this episode, Grant and Bill discuss if you know where are your 401K accounts are, top retirement regret, and white collar dread.

In this episode, Grant and Bill discuss making a way for TPA, tax changes and how you may benefit from them, and would you say you were better off at the start or end of 2025?

In this episode, Grant and Bill discuss income and wealth, when a backdoor Roth might make sense, why Social Security checks are not the same in all states, and how much penalties Americans are paying in missed RMD’s.

In this episode, Grant and Bill discuss thematic ETF’s, do you owe taxes on crypto, and when to recognize that you’ve had enough.

In this episode, Grant and Bill discuss what you don’t know can hurt you, simple decisions you make may have significant impacts, and Roth or not to Roth, understanding Roth conversions.

In this episode, Grant and Bill discuss how Americans are living longer, New Year’s resolutions, tax on SS benefits, and living with food-flation.

In this episode, Grant and Bill discuss what would make you the happiest, the pull of BNPL, can financial click-bait headlines be conversation starters with your financial advisor, and what women want from their financial advisor.

In this episode, Grant and Bill discuss passive income,  where does Healthcare coverage rate on your list of top priorities, and the world’s top retirement destination.