Twelve Questions Retirees Often Get Wrong About Taxes in Retirement

There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.

Segment 1 Segment 2 In this episode, Bill and Grant discuss how BlackRock billionaire Larry Fink says we should think more like Aussies, why so few are “living the dream in retirement”, and when Go-Go becomes No-Go, will you be prepared?

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, particularly for individuals seeking tax diversification, potential long-te …

In this episode, Bill and Grant discuss forecast whiplash…cut, hike, cut, hike…where interest rate predictions fall this week, inflation is up for yet another month but the president counts it as a win, the major investment firm that says there’s “no-return” le …

In this episode, Bill and Grant discuss that Social Security isn’t running out of money quite as fast as we thought, ways to minimize taxes in retirement, how “gray divorce” can shred your retirement plans , and our confidence in the government to handle the economy is his …

Segment 1 Segment 2 In this episode, Bill and Grant discuss where is the trust, smart financial moves to retire at the same time, how much do your beneficiaries really need to know, and how Taylor Swift fans could help you become a millionaire, maybe.

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.

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.

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.

In this episode, Grant and Jeff discuss common money mistakes that people make i their first year of retirement.