What it means for anyone trying to protect a nest egg

In this episode, Grant and Bill discuss: Mick Jagger opens up about getting older, and a new analysis breaks down exactly how much a couple needs to retire in every state. A Trump administration idea borrowed from halfway around the world could reshape retirement savings, and why so many pe …

The topic of Medicare can raise a lot of questions for many people. One of the most common questions I receive revolves around when you should sign up for Medicare, and that’s understandable. After all, you can’t simply sign up anytime you want, and the timing of your enrollment window can …

Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is important to help ensure that you have the coverage you need in retirement. Whether you’re enrolling for the first time or considering a change, …

Determining what age to begin claiming your Social Security benefit is a big decision. Do you claim early at age 62? Take it at your full retirement age? Delay until you’re 70 years old? Or any age in between?  There are a wide variety of factors that can go into your final decision, and we …

What it means for anyone trying to protect a nest egg. What the numbers say about how much Americans in their mid-60s and beyond have actually saved, and a billionaire’s lesson in never trusting the numbers alone. A tax move worth knowing before your next sale, and a lighter look at w …

Retirement is full of important decisions. But in my opinion, few carry as much long-term impact as when and how you claim Social Security benefits. While it’s tempting to think of Social Security as a simple choice—claim early or wait—the reality is much more nuanced.  The timing of …

In this episode, Grant and Bill discuss: Why 80% of retirees leave their nest eggs untouched too long — and a shrinking tax break that rewards early withdrawals. A gold market signal spooking investors The RMD mistakes costing retirees real money A mid-year tax-loss harvesting strategy many …

In this episode, Grant and Bill discuss: Medicare is about to start covering weight-loss drugs. We’ll tell you what’s changing and who may qualify. A new report says many seniors are at risk of outliving their savings. Is your state one of the worst for it?

In this episode, Grant and Bill Discuss: Testing your knowledge of Social Security Getting in sync with your partner on a “rest-of-your-life” decision Age where you are or change the scenery? We’ll have some questions for you.

In this episode, Grant and Bill discuss Social Security just hit a historic milestone — and it directly affects your retirement date.