When Should I Sign Up for Medicare
Medicare can be a confusing topic for many. You can’t simply sign up anytime you want – and your enrollment timeframe can depend on a variety of factors. To help you figure out when your eligibility begins, we have put together the following flowchart. Download the checklist today to …
How much money is enough to feel wealthy?
In this episode, Bill and Grant discuss how much money is enough to feel wealthy, healthcare sticker shock, an update on Social Security and Medicare funding crisis, and why you could get some real deals on travel right now.
5 Tips for Getting the Right Medicare Coverage This Open Enrollment Season
Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Whether you’re enrolling for the first time or consider …
The Wall Street fear meter was running hot in August; we’ll check the current temperature
In this episode, Grant and Bill discuss the Wall Street fear meter was running hot in August, we’ll check the current temperature, new RMD rules, and the healthiest state for retirees.
Is it possible to create a recession proof portfolio?
In this episode, Grant and Bill discuss if it’s possible to create a recession proof portfolio, borrowing against the equity in your home, and the cost of healthcare in retirement.
Understanding Social Security Spousal and Survivor Benefits for Retirement
Social Security spousal benefits can be a crucial component of the Social Security program, designed to provide financial support to spouses — whether they are currently married, divorced or widowed. Understanding these benefits can significantly impact retirement planning and financial sec …
Rate Cuts Could Be Coming in September, So Why Isn’t Wall Street Celebrating?
In this episode, Grant and Bill discuss that an interest rate cut could be coming in September, so why isn’t Wall Street celebrating, Social Security is about to hit the breaking point, and what you don’t know about probate could hurt you.
How To Effectively Manage Your Social Security Retirement Benefits
Do you have questions about Social Security? We have answers! Our How to Effectively Manage Your Social Security Retirement Benefits webinar, featuring Carson Group’s Sr. Wealth Planner Tom Fridrich and Wealth Planner Jake Anderson, is now available on-demand.
The Fallout of Wall Street
Segment 1 Segment 2 In this episode Grant and Bill discuss the fallout on Wall Street, is downsizing worth a look, states ranked the best for retirees, and how to stay in your prime in retirement.
Maximize Social Security Benefits & Minimize Tax Burden
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances …
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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.
