In this episode, Grant and Jeff discuss if you want to retire in 2025, here's what you need to know, four ways life insurance can grow and protect your wealth, nine most common reasons people run out of money in retirement, and the five pillars of retirement planning.
In this episode, Bill and Grant discuss forecast whiplash...cut, hike, cut, hike...where interest rate predictions fall this week, inflation is up for yet another month but the president counts it as a win, the major investment firm that says there's "no-return" left in the stock market, and claiming Social Security before you retire.
In this episode, Bill and Grant discuss that Social Security isn't running out of money quite as fast as we thought, ways to minimize taxes in retirement, how "gray divorce" can shred your retirement plans , and our confidence in the government to handle the economy is historically low.
In this episode, Bill and Grant discuss where is the trust, smart financial moves to retire at the same time, how much do your beneficiaries really need to know, and how Taylor Swift fans could help you become a millionaire, maybe.
In this episode, Bill and Grant discuss aging in the wrong place, the IRS puts some penalties on hold, and how to invest like the top zero-point-zero-zero-one percent.
In this episode, Bill and Grant discuss already estimating the Social Security COLA for 2025, financial attachment, how in the stock market, FOMO is out, OMO is in, and what is a 401K?
In this episode, Jeff and Grant discuss the first five years of retirement and money moves you must make, big retirement obstacles you must overcome, creating a reliable retirement paycheck, and avoiding tax bombs.
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 effect the stock market, and getting remarried - estate planning pitfalls to avoid.
In this episode Grant and Jeff discuss common money mistakes that people make i their first year of retirement.
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.
In this episode Grant discusses reverse mortgages and 20 costly mistakes that people make when entering retirement.
In this episode Grant discusses 5 things I wish I'd known 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 it work, and what are the pros and cons?
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.
In this episode, Grant talks about Peak 65 - More Baby Boomers turning 65 than ever before.
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.
In this episode, Grant discusses advisors who claim to be held to the fiduciary standard but ho do not act that way. Also, how to create a retirement income stream, benefits you're missing out on if you're not working with an advisor, and the pros and cons of fixed annuities.
In this episode Grant discusses changes in income taxes when the Trump tax cuts expire at the end of 2025. Also tax breaks people aover the age of 65 often miss, death of a spouse, and how hybrid life insurance can pay for long term care.
In this episode Grant discusses the pros and cons of using CDs for savings and 12 hard truths about retirement.
In this episode Grant discusses 401K or IRA - which is right for you? Also, what happens if you really do run out of money in retirement, 5 things that could interrupt the stock market rally in 2024, and a refresher on income generation strategies.
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.
In this episode Grant discusses making an annual financial planning checklist. Also paying for the soaring cost for elder care, and 8 mistakes that can upend your retirement.
In this episode Grant talks about A Holiday End of Year 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.
In this episode Grant talks about The Ins and Outs of Bonds and How They Work, How You May Be Able To Get More Tax Savings With A Back Door Roth IRA, What Stress Testing Is and How It Works, and From Bread Winner To Retiree – How To Manage The Transition.
In this episode Grant discusses the recent inflation figures and whether they signal a light a the end of the tunnel. Also Grant discusses the levels of risk involved with different investments.
In this episode Grant discusses current economic events, how to rebalance within your IRA, alternative to the broken 60/40 stock/bond portfolio mix, and how to achieve a life of fulfillment in retirement.
In this episode Grant discusses hidden fees in 401Ks, sequence of returns risk, charitable donations and tax deductions, and estate planning with your heirs in mind.
In this episode Grant discusses tax law changes coming soon, tax according to source of income, 6 streams of tax-free income, and the 4 flavors of tax. For your no cost - no obligation review of your portfolio, and a look at your tax liability, call 402-281-0750 or www. dorhoutretirementservices.com.
In this episode Grant talks about changes coming with Social Security and Medicare in 2024, how to invest if we head into a recession, and what to expect in your complimentary Retirement Blueprint review.
In this episode Grant discusses Five Strategies You Need To Know If We Enter Into A Recession, What To Consider this Medicare Open Enrollment Season, Protecting Yourself From Market Volatility In Retirement, and Nervously Nearing Retirement? Four Do’s, Four Don’ts and One Never.
In this episode Grant talks about Tips to help your finances last, How to rebalance from within your IRA, Ten essentials for retirement, and Transitioning from work life to retirement life
