Social Security and Medicare Changes Coming in 2023
In this episode Grant talks about changes coming with social security and medicare in 2024, considerations for investing if we enter into a recession, and what to expect in your complimentary Retirement Blueprint review.
5 Strategies You Need To Know If We Enter a Recessions
In this episode, Grant discusses 5 strategies you need to know if we enter a recession, what to consider this medicare open enrollment season, protecting yourself from market volatility near retirement, four do’s, four dont’s and one never.
Tips To Help Your Finances Last As Long As You Do
In this episode ,Grant talks about tips to help your finances last, how to rebalance from within your IRA, 10 essentials for retirement, and transitioning from work to retirement life.
Twelve Retirement Mistakes That Even Well Informed People Make
In this episode Grant discusses how much money you need to retire, covering rising healthcare costs in retirement, and 12 retirement mistakes that even well-informed people make.
Mutual Funds verses Exchange Traded Funds – Which is Right For You
In this episode Grant talks about mutual funds verses ETF’s, the difference and the uses, the ins and outs of annuities, will vs trusts, and how social security is taxed.
Understanding Investments Risks and How to Mitigate Them
In this episode, Grant discusses how to mitigate investment risks. He also gives a refresher on IRA’s, along with taking control of your retirement with target date funds, and an explanation on the bucket strategy.
Taking Ownership of Your Retirement
In this episode Grant discusses taking ownership of your retirement with a personalized plan, how alternative assets can play a role in your retirement planning, pension substitutes, and the difference between wealth preservation and income generation.
You Have More Retirement Options Than You Think
In this episode Grant talks about ways to invest outside of the stock marker, planning and paying for long term care, key ages along your retirement journey, and the 4% rule and why it might not be right for you.
The Maiden Voyage Into Retirement
In this episode, Grant talks about ways to investIn this episode Grant talks about his background, we to take social security, how much it costs you in retirement, and strategies to avoid running out of money.
5 Common Retirement Planning Mistakes
Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.
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.
