How this Bull Market Compares to Bull Markets Past
Segment 1 Segment 2 In this episode Grant and Bill discuss how long this bull market compares to bull markets past, a change of heart from the Federal Reserve, why women will own boomer wealth by 2030.
Yes, Social Security Is Taxable – But Yours Doesn’t Have to Be
As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.
The Presidential Election & Taxes
In this episode, Grant and Bill discuss the presidential election and taxes, silver squatters, AI, and investors who want to freeze themselves and take their nest egg with them.
Why ChatGPT Gives Out Less Suitable Advice
Segment 1 Segment 2 In this episode, Grant and Bill discuss why ChatGPT gives out less suitable financial advice, should you tap your home equity to ease your retirement, and how Bill Gates could possibly run out of money.
His and Hers Retirement Accounts
Segment 1 Segment 2 In this episode, Grant and Bill discuss his and hers retirement accounts and why pet ownership is a predictor of financial responsibility.
More Records for the NASDAQ
Segment 1 Segment 2 In this episode, Grant and Bill discuss more records for the NASDAQ, why investors are cashing out of the S&P 500, and advice from one of the most famous and successful investors.
Opening Up About Money
Segment 1 Segment 2 In this episode, Grant and Bill discuss opening up about money, will you need long-term case, and what could trump your will?
Scared of Running Out of Money in Retirement? Here’s How to Avoid It
There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.
What We’ve Got That AI Doesn’t
Segment 1 Segment 2 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”.
Huey Lewis and Retirement News
Segment 1 Segment 2 In this episode, Grant and Bill discuss Huey Lewis and the retirement news, you’re lucky enough to find a new home, now keep the old one or sell it, and 5 years from retirement: what you need to be doing right now.
COMPLIMENTARY RESOURCE
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.
