Podcast Episodes
Back to SearchEverything old is new again, so this time around are you going to play?
Episode 125
In this episode Grant and Bill discuss how everything old is new again, four questions that could help you decide when to take Social Security, and h…
4 months, 3 weeks ago
Do you know where all your 401K accounts are?
Episode 124
In this episode, Grant and Bill discuss if you know where are your 401K accounts are, top retirement regret, and white collar dread.
4 months, 4 weeks ago
Move aside 60-40 and make way for TPA.
Episode 123
In this episode, Grant and Bill discuss making a way for TPA, tax changes and how you may benefit from them, and would you say you were better off at…
4 months, 4 weeks ago
Income or wealth? Would you favor one or the other in retirement?
Episode 122
In this episode, Grant and Bill discuss income and wealth, when a backdoor Roth might make sense, why Social Security checks are not the same in all …
5 months, 2 weeks ago
Overview of thematic ETF's.
Episode 121
In this episode, Grant and Bill discuss thematic ETF's, do you owe taxes on crypto, and when to recognize that you've had enough.
5 months, 3 weeks ago
What you don't know can hurt you.
Episode 120
In this episode, Grant and Bill discuss what you don't know can hurt you, simple decisions you make may have significant impacts, and Roth or not to …
6 months ago
Americans are living longer. Are you financially prepared to celebrate your 100th birthday?
Episode 119
In this episode, Grant and Bill discuss how Americans are living longer, New Year's resolutions, tax on SS benefits, and living with food-flation.
6 months, 1 week ago
Which would make you the happiest? Saving money or spending money?
Episode 118
In this episode, Grant and Bill discuss what would make you the happiest, the pull of BNPL, can financial click-bait headlines be conversation starte…
6 months, 2 weeks ago
Could passive income be the answer to achieving a successful retirement?
Episode 117
In this episode, Grant and Bill discuss passive income, where does Healthcare coverage rate on your list of top priorities, and the world's top retir…
6 months, 3 weeks ago
Avoiding retirement disenchantment.
Episode 116
In this episode, Grant and Bill discuss avoiding retirement disenchantment, RMD's, and is there a perfect age to retire?
6 months, 4 weeks ago