Insights

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 signs it could be time to look for a new investment advisor, 7 times you should not pay off a mortgage before retiring, what a deferred annuity is, and 10 things you should know about estate planning.

In this episode, Grant discusses reverse mortgages and 20 costly mistakes that people make when entering retirement.

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

In this episode, Grant discusses 5 things I wish I knew before I retired, 5 things an annuity salesperson won’t tell you, twelve questions retirees often get wrong about taxes in retirement, and what is a reverse mortgage, how does in work, and what are the pros and cons?

By Matt Kory, Vice President, Retirement Programs   Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment …

In this episode, Grant discusses 18 income strategies for lifetime wealth. Also 5 common retirement fears and how to overcome them, and why the solo years of retirement are important to plan for.

Although there are some basic guidelines, your financial life is as unique as your fingerprint. Your lifestyle, goals, family situation, risk tolerance and even your wildest dreams will give a unique signature to your portfolio. Let’s look at a few of the starting points today for a healthy …

In this episode, Grant talks about peak 65-more baby boomers turning 65 than ever before.

In this episode, Grant discusses 6 social security myths, estate plan checkups, single premium annuities, and 1 in 5 retirees are going back to work.

In this episode, Grant discusses advisors who claim to be held to the fiduciary standard but who do not act that way. Also, how to create a retirement income stream, benefits your missing out on if you’re not working with an advisor, and the pros and cons of fixed annuities.