Making An Annual Financial Planning Checklist
In this episode, Grant discusses making an annual financial planning checklist. Also paying for the soaring cost of elder care, and 8 mistakes that can upend your retirement.
The Economic Outlook for 2024-Are We Seeing the Light at the End of the Tunnel
In this episode, Grant discusses the economic outlook for 2024, 10 long-term investment strategies, whether this is the right time to buy gold and silver, and 5 worthwhile retirement goals to work for in 2024.
A Holiday Year-End Checklist
In this episode, Grant talks about a holiday year-end checklist, Trump tax cuts expire in 2025-how much more you’ll pay, misconceptions about owning rental real estate, and terrible money mistakes you might hear over the holidays.
The Level of Risk Involved With Different Investments
In this episode, Grant discusses the recent inflation figures and whether they signal a light at the end of the tunnel. Also Grant discusses the levels of risk involved with different investments.
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.