The Great Wealth Transfer is underway
In this episode, Grant and Bill discuss the Great Wealth Transfer, the third founder of Apple missed out on billions and why he is standing by his decision, and why some pro-golfers are in the rough with what seems to be no way out.
What does comfortable really mean to most Americans and do we still believe we can live that way in retirement?
In this episode, Grant and Bill discuss can you still live comfortably in retirement, are there pros and cons to a tax credit, and what estate planning could like like if you’re a solo-ager.
What would you say has been the worst year to retire in the last century?
In this episode, Grant and Bill discuss the worst year to retire in the last century, gold prices, and pros and cons to selling your home and re-investing the money.
It’s costing more to fill the tank and not only for our cars
In this episode, Grant and Bill discuss that it’s costing more to fill the tank and not only for our cars, tax mitigation strategies, and ways to grow your wealth in retirement.
What has America’s retirement more vulnerable that it was in the past?
In this episode, Grant and Bill discuss what has America’s retirement more vulnerable, 5 threats to your retirement a financial planner might help you with, and America’s new number for a comfortable retirement.
Gold prices are down. We’ll get into what might be behind the slump.
In this episode, Grant and Bill discuss gold prices, testing the waters in retirement, alternative investments, and 3 cities chosen as this year’s best places to retire.
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.