Federal Reserve Committee meeting vote to keep rates steady for the second time in a row

In this episode, Grant and Bill discuss the Federal Reserve Committee meeting.

Six years and counting for the Social Security Trust Fund.

In this episode, Grant and Bill discuss the Social Security Trust Fund, emergency funds, and a new kind of retirement community.

How a tax plan could help stop you from blowing up your savings

In this episode, Grant and Bill discuss tax plans, most common scams this tax season, pre-retirement financial moves, and knowing your weak spots could help make for a stronger retirement.

Is Medicare funding in more trouble than we thought?

In this episode, Grant and Bill discuss if Medicare is in more trouble than we thought, the simplest things hold up your tax return, are you strong enough to avoid the temptation, and a new report ranks the best retirement states.

Does the 4% rule still hold up in 2026?

In this episode Grant and Bill discuss does the 4% rule still hold up in 2026, the over-under challenges of retirement spending, and SS COLA estimates.

How much do you need for a comfortable retirement?

In this episode, Grant and Bill discuss how much you need for a comfortable retirement, if you married deciding when to apply for Social Security, and passing along an inheritance while you’re still around.

Elon Musk has some unconventional advice about saving for retirement.

In this episode Grant and Bill discuss Elon Musk unconventional advice and some taxes that have suddenly become very complicated.

Everything old is new again, so this time around are you going to play?

In this episode Grant and Bill discuss how everything old is new again, four questions that could help you decide when to take Social Security, and how one stranger changed the life of a 92 year old woman.

Do you know where all your 401K accounts are?

In this episode, Grant and Bill discuss if you know where are your 401K accounts are, top retirement regret, and white collar dread.

Move aside 60-40 and make way for TPA

In this episode, Grant and Bill discuss making a way for TPA, tax changes and how you may benefit from them, and would you say you were better off at the start or end of 2025?

Income or wealth? Would you favor one or the other in retirement?

In this episode, Grant and Bill discuss income and wealth, when a backdoor Roth might make sense, why Social Security checks are not the same in all states, and how much penalties Americans are paying in missed RMD’s.

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