Insights

In this episode, Grant and Bill discuss avoiding retirement  disenchantment, RMD’s, and is there a perfect age to retire?

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.

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.

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.

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.

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.

In this episode, Grant and Bill discuss estate planning.

In this episode, Grant and Bill discuss travel tips for retirees, AI scams vs financial planning, and how you might feel the pinch from the new pharmaceutical tariffs.

In this episode, Grant and Bill discuss how a government shutdown could effect your investments, why it’s worth a review of your Medicare Advantage plan, and estate planning in the digital age.

In this episode, Grant and Bill discuss why so many seniors choose to work in retirement, the latest 2026 COLA estimate, getting into the retirement groove, and pre-retirement purchases.

In this episode, Grant and Bill discuss the top city to retire in 2025, rents and reits, and tips on how to navigate a delicate conversation if you’re still supporting an adult child.