7 Times You Should Not Payoff a Mortgage Before Retiring
In this episode, Grant and Jeff discuss signs it could be time to look for a new investment advisor, 7 times you should not pay off a mortgage before retiring, what a deferred annuity is, and 10 things you should know about estate planning.
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.
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.
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.
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.
FINOs-Fiduciaries in Name Only
In this episode, Grant discusses advisors who claim to be held to the fiduciary standard but who do not act that way. Also, how to create a retirement income stream, benefits your missing out on if you’re not working with an advisor, and the pros and cons of fixed annuities.
Tax Changes When the Trump Tax Cut Expires
In this episode, Grant discusses changes in the income strategies when the tax Trump cut expires at the end of 2025. Also tax breaks for people over the age of 65 often miss, death of a spouse, and how hybrid life insurance can pay for long term care.
12 Hard Truths About Retirement
In this episode, Grant discusses the pros and cons of using CD’s for savings and 12 hard truths about retirement.