Podcast Episodes
Back to SearchRetirement income strategies for lifetime wealth
Episode 26
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 y…
2 years, 1 month ago
What baby boomers need to know about turning 65.
Episode 25
In this episode, Grant talks about Peak 65 - More Baby Boomers turning 65 than ever before.
2 years, 1 month ago
Debunking 6 Social Security myths
Episode 23
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.
2 years, 2 months ago
"FINOs" - Fiduciaries in name only.
Episode 22
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…
2 years, 2 months ago
Tax changes when the Trump tax cuts expire
Episode 21
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…
2 years, 2 months ago
12 hard truths about retirement
Episode 20
In this episode Grant discusses the pros and cons of using CDs for savings and 12 hard truths about retirement.
2 years, 3 months ago
What happens if you really do run out of money in retirement?
Episode 19
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 th…
2 years, 3 months ago
The Economic Outlook for 2024 - Are we seeing the light at the end of the tunnel?
Episode 18
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 sil…
2 years, 3 months ago
Making an annual financial planning checklist
Episode 17
In this episode Grant discusses making an annual financial planning checklist. Also paying for the soaring cost for elder care, and 8 mistakes that c…
2 years, 3 months ago
A holiday year-end checklist
Episode 16
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 Ow…
2 years, 4 months ago