Overview of thematic ETF’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.
What you don’t know can hurt you.
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.
Americans are living longer. Are you financially prepared to celebrate your 100th birthday?
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.
Which Would Make you the Happiest?
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.
Could Passive Income be the Answer to Achieving
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.
Avoiding Retirement Disenchantment
In this episode, Grant and Bill discuss avoiding retirement disenchantment, RMD’s, and is there a perfect age to retire?
Discussing the National Debt
In this episode, Grant and Bill discuss the national debt, tips for taking advantage of stock market gains, and some unexpected side-hustles for retirees.
When the Great Wealth Transfer Involves the Family Business
In this episode, Grant and Bill discuss when the great wealth transfer involves the family business, the cost of long-term healthcare, and tips for outsmarting scammers.
Why One Laid Off Government Worker Says He’s Living the Dream
In this episode, Grant and Bill discuss why one government worker says he’s living the dream, how would you fare in a K-shaped economy, we’ll share a couple of year-end tax tips, and there’s no guarantee but music could change your life.
The Social Security COLA For Next Year. It’s a Bit Higher Than Expected But is that the Good News?
In this episode, Grant and Bill discuss Social Security COLA, plans to support a retirement lifestyle, tips for a Purchase Power Portfolio, and what JP Morgan is urging Americans to stop doing.
How Much Have We Saved For Retirement?
In this episode, Grant and Bill discuss how much we have saved for retirement, are you a victim of lifestyle creep, and trillions of dollars in 401k accounts have been forgotten.