In this episode, Grant and Bill discuss how investors went crypto crazy this year, how the IRS plans to get its shares of the profits, a popular retailer warns customers that tariffs could mean big changes, and the idea of old keeps getting older.
In this episode, Grant and Bill discuss if a Santa rally could be on the way, going all in with equities, a 2025 retirement checklist, and the gift of your will for the holidays.
In this episode, Grant and Bill discuss an early holiday gift, possibly paying less whether you're on the naughty or nice list, super catch up rules and how they could effect your bottom line, and where else could your money go besides the market.
In this episode, Grant and Bill discuss how the cost of your Thanksgiving may have been a little less this year, Dr. Oz and Medicare Advantage plans, what's with ETF's, and dream or nightmare...a Christmas cruise with the Hallmark Channel.
In this episode, Grant and Bill discuss whether to buy now or pay more later, it's a question of tariffs, a break up of crypto, and the medicare monthly premium is going up.
In this episode, Grant and Bill discuss taking advantage of the holidays to talk about the inevitable, the S&P 500 setting records, tips for getting in shape financially for 2025, and what to do with your RMD.
In this episode, Grant and Bill discuss new math for retirement savings, demand for pensions is growing but is anyone listening, testing your EFT IQ, and tapping into home equity for long term healthcare.
In this episode, Grant and Bill discuss what 4 million dollars can get you in this economy, end of year strategies for 2024, 1995 called they want their housing market back.
In this episode, Grant and Bill discuss is silver the new gold, plan to work after retirement, what Medicare does not cover, and taking action to protect a family member from themselves.
In this episode, Grant and Bill discuss why your dream retirement home could come with one nightmare of a problem, unpacking the CPI, gold bars and a 24-pack of TP, and following in the steps of an investing giant.
In this episode, Grant and Bill discuss the hot topics for seniors in this presidential election, why retirees are taking a new look at renting, how working with a financial advisor might be able to take a good retirement plan and make it to a great one, and laughing all the way to the bank.
In this episode, Grant and Bill discuss Wall Street and the October effect, transitioning your business or selling, plus an idea for next summer's vacation.
In this episode, Grant and Bill discuss how the fed cut interest rates, the thrill of the burp is gone, and why a famous comedian says he has to work at 81.
In this episode, Grant and Bill discuss how Wall Street had a great week, what we learned about how the presidential candidates plan to fix Social Security and Medicare, as well annuities and taxes.
In this episode, Bill and Grant discuss how the Peace in Retirement Blueprint came to be.
In this episode Grant and Bill go over the Best of The Retirement Blueprint.
In this episode, Bill and Grant discuss how much money is enough to feel wealthy, healthcare sticker shock, an update on Social Security and Medicare funding crisis, and why you could get some real deals on travel right now.
In this episode, Grant and Bill discuss the Wall Street fear meter was running hot in August, we'll check the current temperature, new RMD rules, and the healthiest state for retirees.
In this episode, Grant and Bill discuss if it's possible to create a recession proof portfolio, borrowing against the equity in your home, and the cost of healthcare in retirement.
In this episode, Grant and Bill discuss that an interest rate cut could be coming in September, so why isn't Wall Street celebrating, Social Security is about to hit the breaking point, and what you don't know about probate could hurt you.
In this episode Grant and Bill discuss the fallout on Wall Street, is downsizing worth a look, states ranked the best for retirees, and how to stay in your prime in retirement.
In this episode Grant and Bill discuss how long this bull market compares to bull markets past, a change of heart from the Federal Reserve, why women will own of boomer wealth by 2030.
In this episode, Grant and Bill discuss the presidential election and taxes, silver squatters, AI, and investors who want to freeze themselves and take their nest egg with them.
In this episode Grant and Bill discuss why Chat GPT gives the worst financial advice, should you tap your home equity loan, how could Bill Gates possibly run out of money, and why you might need a bigger nest egg.
In this episode, Grant and Bill discuss his and hers retirement accounts and why pet ownership is a predictor of financial responsibility.
n this episode, Grant and Bill discuss more records for the NASDAQ, why investors are cashing out of the S&P 500, and advice from one of the most famous and successful investors.
In this episode, Grant and Bill discuss opening up about money, will you need long-term case, and what could trump your will?
In this episdoe, Grant and Bill discuss what we've got that AI hasn't got, what to do with a nest egg, and when it's time to shift from customers first to "me-first
In this episode, Grant and Bill discuss Huey Lewis and the retirement news, you're lucky enough to find a new home, now keep the old one or sell it, and 5 years from retirement: what you need to be doing right now.
In this episode, Bill and Grant discuss how BlackRock billionaire Larry Fink says we should think more like Aussies, why so few are “living the dream in retirement”, and when Go-Go becomes No-Go, will you be prepared?”
