Making Finances Easier

Paul and Garrett discuss some of the financial planning challenges to be anticipated of a loved one passing.

Description: Navigating Working Rules and Spousal benefits for married (or divorced) individuals is complicated. Using software is the best first step you can take.

Description: There's a lot of reasons why people choose to take Social Security early. Paul and Garrett discuss Social Security trust fund issues and the benefits of a coordinated filing plan with your financial plan.

In this episode we discuss the current real estate market, housing prices and what to do with your mortgage if you're close or in retirement.

If inflation has peaked, what does that mean for the stock market? Smooth sailing or stormy skies ahead?

Description: Bruce and Garrett discuss how to simplify the Medicare sign-up process of Original Medicare or an Advantage Plan and how those Medicare TV Commercials you see work.

Whether you're still working or not, knowing the best time to file for Medicare Parts A and B is a tall order. Bruce Landis joins us this morning to give tips on how to do that the right way.

Paul and Garrett weigh in the Federal Reserve possibly raising interest rates this week and the opportunities available to you to invest your money in the short and long term.

Paul and Garrett discuss the banking issues that have filled the headlines in early March 2023 and how diversifying financial risk is a valuable component to good financial planning.

Paul and Garrett discuss the different options available to investors on the safer parts of their portfolios and cash. From Checkings and Savings Accounts all the way up to Laddered Bond Funds and MYGAs.

Paul and Garrett discuss a recent legislative issue on Student Loans and some proactive tax planning techniques to take reduce your prior year tax liabilities.

Paul and Garrett discuss Long-Term Disability insurance and how it fits into a financial plan.

Paul and Garrett weigh on the current Debt Limit conversation and how what people think we do as advisors, might be different than what they expect.

Paul and Bruce take another round of discussing Long-Term Care insurance and how it fits into a retirement plan.

Paul, Bruce and Garrett discuss how to financially plan for the cost of extended care.

Paul and Garrett discuss how they think about tax planning around the office and how it's one of the best ways we provide value to our clients.

Paul and Garrett discuss another piece of the latest Secure Act 2.0 legislature - Post Death RMD options for Spouses.

Paul and Garrett discuss another piece of the latest Secure Act 2.0 legislature - Post Death RMD options for Spouses.

Paul and Garrett discuss the recently signed into law Secure Act 2.0 specifically related to new RMD ages going into affect over time.

Happy New Year! Paul and Garrett look back at 2022 and talk about some of the lessons they learned along the way.

Merry Christmas! Paul and Garrett discuss how giving plays a role in their life. Garrett's family makes a surprise appearance at the end.

Paul and Garrett discuss performance chasing and changes in the income generation landscape for retirees.

Paul and Garrett discuss end-of-year action items: 401k Contributions, RMD Deadlines, Qualified Charitable Distributions and Donor Advised Funds.

Paul and Garrett discuss end of year RMD planning and the different options available to satisfying them.

Paul and Garrett discuss what the term financial planning means in real day-to-day life.