Costly Mistakes That People Maker Entering into Retirement
In this episode, Grant discusses reverse mortgages and 20 costly mistakes that people make when entering retirement.
6 Signs It’s Time to Ditch DIY Retirement Planning
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.
Twelve Questions Retirees Often Get Wrong About Taxes in Retirement
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?
What to Know About Rolling Over a 401K to an IRA.
In this episode, Jeff and Grant discuss what to know about rolling over a 401K into an IRA, a pension alternative, how the presidential election could affect the stock market, and getting remarried – estate planning pitfalls to avoid.
4 Moves You Can Make with Your Old 401(k)
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 …
Retirement Income Strategies for Lifetime Wealth
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.
Your Retirement Planning Starter Pack
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 …
What We Believe Baby Boomers Should Know About Turning 65
In this episode, Grant talks about Peak 65 – More Baby Boomers turning 65 than ever before.
What Baby Boomers Need to Know About Turning 65
In this episode, Grant talks about peak 65-more baby boomers turning 65 than ever before.
Debunking 6 Social Security Myths
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.
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.
