The Retirement Blueprint

Forced into retirement

In this episode, Grant and Bill discuss one TV personality's fears that could be in her future, tips on handling a big win, and the value of shopping around.

Putting retirement in jeopardy...divorce after 50

In this episode, Grant and Bill discuss putting retirement in jeopardy, annuity sales are booming, and what are the retirement worries of multi-millionaires?

We will spend some time investing in gold

Im this episode, Grant and Bill discuss investing in gold, settling disagreements on who is getting what, and cryptocurrency, how to pass it on to your beneficiaries.

Best of episode.

Some options for re-investing your RMD's.

In this episode, Grant and Bill discuss some options for re-investing your RMD's, Annuity Awareness month, and how financially literate are you?

What the One Big Beautiful bill could do for you.

In this episode, Grant and Bill discuss what the One Big Beautiful bill could do for you, asking AI for retirement advice, and working while taking Social Security benefits.

Best of episode.

This is a best of from The Retirement Blueprint.

Knowing when its time to find a more personal financial relationship.

In this episodes, Grant and Bill discuss knowing when it's time to find a more "personal" financial relationship, might a work/retire hybrid ease the transition, and renting as an investment?

If you own a small business, what's your exit plan?

In this episode, Grant and Bill discuss if you own a small business, what's your exit plan, are bond worth a look right now, Social Security COLA, and where are the best beaches in America?

A new take on tariffts.

In this episode, Grant and Bill discuss a new take on tariffs, what Warren Buffet says about market volatility, and a breakdown of the FIRE strategy.

When retirement isn't a choice.

In this episode, Grant and Bill discuss when retirement isn't a choice, can you afford long-term care, and will you have enough to live and spend the way you want?

How comfy is your cash cushion?

In this episode, Grant and Bill discuss how comfy is your cash cushion, why are buffered ETF's so popular, do you know all about retirement, and fewer people are retiring to the beach.

Preparing for recession.

In this episode, Grant and Bill discuss preparing for recession, could passive income streams be a strategy for your retirement, and if people with millions saved are worried about retirement, should we all be paying more attention?

Protecting things that are most important to you.

In this episode, Grant and Bill discuss protecting the things that are most important to you, a new buzz word, and how being stubborn could be good for your health.

A dizzying walk on Wallstreet...is it time to re-balance your portfolio?

In this episode, Grant and Bill discuss a dizzying walk on Wall Street, are changes coming to the FDIC, how RMD's work, and the great horizontal wealth transfer.

The gold rush...why are central banks stockpiling gold? Is there an opportunity for us here too?

In this episode, Grant and Bill discuss the gold rush, dividends as part of a retirement plan, spotlight on retirement mistakes, and why some say the Scandinavian method helps them get a better night's sleep.

Big changes just announced for Social Security, what you need to know.

In this episode, Grant and Bill discuss big changes announced for Social Security, could your spring road trip be bad for the economy, and what's in the head of the Fed?

Recovery this year, next year. We'll get into the stock market correction.

In this episode, Grant and Bill discuss the stock market correction, if the government shuts down does your SS shut down too, building a ladder for income in retirement, and if you're the adventurous type, we have unique vacation ideas for you!

Did you know the government has a reserve of helium? We'll tell you what else the President wants to stockpile.

In this episode, Grant and Bill discuss what else the President wants to stockpile, which is easier...saving or spending, how focused conversions might be able to save you money on taxes, and how you would vote on Daylight Savings Time.

Social Security...from job cuts to taxes, what you need to know.

In this episode, Grant and Bill discuss Social Security, your net worth, and retirement as a new beginning.

The latest report on how long a million dollars will last in retirement.

In this episode, Grant and Bill discuss the latest report on how long a million dollars will last in retirement, revealing your will before you even sign it, tips for an all-weather tax plan, and the most popular age to claim Social Security benefits.

De-constructing target-date funds.

In this episode, Grant and Bill discuss de-constructing target-date funds, trying to erase the tax on Social Security benefits, inverse prioritization, and planning for the healthcare you could need.

You thought working was hard, try retiring!

In this episode, Grant and Bill discuss how you thought working was hard, try retiring. Also, preparing for April 15th, how much risk are you taking for your retirement savings, and teaching your grandkids how to invest.

New tariffs on our neighboring countries, how we will feel the effects.

In this episode, Grant and Bill discuss new tariffs on our neighboring countries and how we will feel the effects, how the Fed's decision on interest rates impacts us, and do you know someone with "Money Dysmorphia"?

Is the new administration about to make changes to the way Social Security is taxed?

In his episode, Grant and Bill discuss whether the new administration about to make changes to the way Social Security is taxed, taking the volatility out of Bitcoin, and are you ready for the 24 hour a day togetherness?

Retiring next year? Why you should have a retirement tax plan now.

In this episode, Grant and Bill discuss why you should have a retirement tax plan now, Medicare advantages, and what classic cars from the 1990's made the top 5.

The most expensive state for retirees and the most affordable.

In this episode, Grant and Bill discuss the most expensive state for retirees and the most affordable, the city ranked #1 for quality of life, unexpected tech and why you need to know about it, and why so many grandparents say they would rather to leave an inheritance to their children.

Retirement isn't what it used to be.

In this episode, Grant an Bill discuss why retirement isn't what it used to be, not for Social Security and not for the baby boomers.

The Best of the Retirement Blueprint

In this episode, Grant and Bill discuss the "best of" the Retirement Blueprint.

Taking a look back at 2024

In this episode, Grant and Bill discuss looking back at 2024, the looming takeover of AI, rate cuts predicted, and grocery prices - comparing then and now.