Podcast Episodes
Back to SearchWhen the great wealth transfer involves the family business.
Episode 114
In this episode, Grant and Bill discuss when the great wealth transfer involves the family business, the cost of long-term healthcare, and tips for o…
4 months, 4 weeks ago
Why one laid off government worker says he's living the dream.
Episode 113
In this episode, Grant and Bill discuss why one government worker says he's living the dream, how would you fare in a K-shaped economy, we'll share a…
5 months ago
The Social Security COLA for next year. It's a bit higher than expected but is that good news?
Episode 112
In this episode, Grant and Bill discuss Social Security COLA, plans to support a retirement lifestyle, tips for a Purchase Power Portfolio, and what …
5 months, 2 weeks ago
Social Security and taxes.
Episode 111
In this episode, Grant and Bill discuss Social Security and taxes, reasons to manage your tax bracket, 4 common mistakes by retirees, and a not so po…
5 months, 3 weeks ago
How much have we saved for retirement?
Episode 110
In this episode, Grant and Bill discuss how much we have saved for retirement, are you a victim of lifestyle creep, and trillions of dollars in 401k …
6 months ago
Estate planning.
Episode 109
In this episode, Grant and Bill discuss estate planning.
6 months, 1 week ago
Travel tips for retirees.
Episode 108
In this episode, Grant and Bill discuss travel tips for retirees, AI scams vs financial planning, and how you might feel the pinch from the new pharm…
6 months, 1 week ago
How a government shutdown could affect your investments.
Episode 107
In this episode, Grant and Bill discuss how a government shutdown could effect your investments, why it's worth a review of your Medicare Advantage p…
6 months, 3 weeks ago
Why so many seniors choose to work in retirement.
Episode 106
In this episode, Grant and Bill discuss why so many seniors choose to work in retirement, the latest 2026 COLA estimate, getting into the retirement …
7 months ago
The top city to retire in 2025!
Episode 105
In this episode, Grant and Bill discuss the top city to retire in 2025, rents and reits, and tips on how to navigate a delicate conversation if you'r…
7 months ago