Podcast Episodes
Back to SearchWhere's the trust? Are you holding onto a secret bank account?
Episode 35
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 n…
1 year, 10 months ago
Aging in the wrong place, we will explore some options
Episode 34
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…
1 year, 10 months ago
Already estimating the Security COLA for 2025
Episode 33
In this episode, Bill and Grant discuss already estimating the Social Security COLA for 2025, financial attachment, how in the stock market, FOMO is …
1 year, 10 months ago
The first five years of retirement & money moves you must make
Episode 31
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,…
1 year, 10 months ago
What to know about rolling over a 401K to an IRA
Episode 27
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 coul…
1 year, 10 months ago
Money Moves You Must Make In The First Year Of Retirement
Episode 29
In this episode Grant and Jeff talk about money moves you must make in the first year of retirement, retirement obstacles you must overcome, and crea…
1 year, 11 months ago
Money mistakes to avoid in your first year of retirement
Episode 32
In this episode Grant and Jeff discuss common money mistakes that people make i their first year of retirement.
2 years ago
7 times you should not pay off a mortgage before retiring
Episode 30
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 …
2 years ago
Costly mistakes that people make entering into retirement
Episode 29
In this episode Grant discusses reverse mortgages and 20 costly mistakes that people make when entering retirement.
2 years ago
Twelve questions retirees often get wrong about taxes in retirement
Episode 28
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…
2 years, 1 month ago