Podcast Episodes
Back to SearchThe ins and outs of bonds
Episode 15
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,…
2 years, 4 months ago
The level of risk involved with different investments
Episode 13
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…
2 years, 4 months ago
Alternatives to the broken 60/40 Stock/Bond portfolio mix
Episode 12
In this episode Grant discusses current economic events, how to rebalance within your IRA, alternative to the broken 60/40 stock/bond portfolio mix, …
2 years, 5 months ago
Hidden fees in 401Ks and sequence of returns risk
Episode 11
In this episode Grant discusses hidden fees in 401Ks, sequence of returns risk, charitable donations and tax deductions, and estate planning with you…
2 years, 5 months ago
Taxes, Taxes,Taxes!
Episode 10
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 ta…
2 years, 5 months ago
Social Security and Medicare changes coming in 2024
Episode 9
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 ex…
2 years, 5 months ago
5 strategies you need to know if we enter into a recession
Episode 8
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…
2 years, 6 months ago
Tips to help your finances last as long as you do
Episode 7
In this episode Grant talks about Tips to help your finances last, How to rebalance from within your IRA, Ten essentials for retirement, and Transiti…
2 years, 6 months ago
Twelve retirement mistakes that even well-informed people make
Episode 6
In this episode grant discusses how much money you need to retire, covering rising healthcare costs in retirement, and 12 retirement mistakes that ev…
2 years, 6 months ago
Mutual Funds versus Exchange Traded Funds - Which is right for you?
Episode 5
In this episode Grant talks about mutual funds vs ETFs, the differences and the uses, the ins and outs of annuities, wills vs trusts, and how social …
2 years, 6 months ago