In this episode, Grant and Bill discuss what we’ve got that AI hasn’t got, what to do with a nest egg, and when it’s time to shift from customers first to “me-first”.
Article by Thomas Fridrich, JD, CLU®, ChFC®, CEPA Director, Wealth Planning
Many retirement accounts—including 401(k)s and IRAs—give individuals the ability to save for retirement in a potentially tax-advantaged manner. Contributions are often tax-deductible, and gains are tax-deferred. This means your retirement funds can grow without being taxed until you start w …
In this episode, Grant and Bill discuss one TV personality’s fears that could be in her future, tips on handling a big win, and the value of shopping around.
In this episode, Grant and Bill discuss investing in gold, settling disagreements on who is getting what, and cryptocurrency, how to pass it on to your beneficiaries.
In this episode, Grant and Bill discuss what the One Big Beautiful bill could do for you, asking AI for retirement advice, and working while taking Social Security benefits.
In this episodes, Grant and Bill discuss knowing when it’s time to find a more “personal” financial relationship, might a work/retire hybrid ease the transition, and renting as an investment?
In this episode, Grant and Bill discuss if you own a small business, what’s your exit plan, are bond worth a look right now, Social Security COLA, and where are the best beaches in America?