Podcast Episodes
Back to SearchSocial Security isn't running out of money as fast as we thought
Episode 36
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 retire…
2 years, 1 month ago
Where'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…
2 years, 1 month 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…
2 years, 1 month 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 …
2 years, 1 month 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,…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 2 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, 2 months 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, 3 months 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, 3 months ago