The Hot Topics for Seniors in this Presidential Election
In this episode, Grant and Bill discuss the hot topics for seniors in this presidential election, why retirees are taking a new look at renting, how working with a financial advisor might be able to take a good retirement plan and make it to a great one, and laughing all the way to the bank.
Wall Street and the October Effect
In this episode, Grant and Bill discuss Wall Street and the October effect, transitioning your business or selling, plus an idea for next summer’s vacation.
8 Blunders to Avoid in Retirement
For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement. Download Guide
The Fed cut interest rates, now what!
In this episode, Grant and Bill discuss how the fed cut interest rates, the thrill of the burp is gone, and why a famous comedian says he has to work at 81.
Getting Ready for Retirement? Take These Essential Steps for a Smooth Transition
Retirement is an exciting milestone—a time to leave behind the hustle and bustle of work and embrace a new chapter filled with more freedom and opportunities to enjoy life. But before you clock out for the last time, it’s essential to make sure you’re fully prepared for this significant lif …
What Medicare Doesn’t Cover (and What You Can Do About It)
Navigating Medicare can sometimes feel like a maze. Understanding what’s covered—and what isn’t — can be tricky. While Medicare does offer a lot of valuable services, it doesn’t cover everything. Let’s discuss some of the most common things Medicare won’t cover and share solutions to help y …
The Peace in Retirement Blueprint
In this episode, Bill and Grant discuss how the Peace in Retirement Blueprint came to be.
Wall Street had a great week, Berkshire Hathaway not so much.
In this episode, Grant and Bill discuss how Wall Street had a great week, what we learned about how the presidential candidates plan to fix Social Security and Medicare, as well annuities and taxes.
Managing Your Wealth (and Sanity) in an Election Year
Are you wondering what impact the election year will have on your investments? Managing your wealth probably isn’t as convoluted by the election as you might think. Our Managing Your Wealth (and Sanity) in an Election Year Webinar hosted by leading voices in the financial services space, …
The Best of The Retirement Blueprint
In this episode Grant and Bill go over the Best of The Retirement Blueprint.
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Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
