The Retirement Blueprint

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 Roth, understanding Roth conversions. 

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. 

In this episode, Grant and Bill discuss what would make you the happiest, the pull of BNPL, can financial click-bait headlines be conversation starters with your financial advisor, and what women want from their financial advisor. 

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 retirement destination. 

In this episode, Grant and Bill discuss avoiding retirement disenchantment, RMD's, and is there a perfect age to retire?

In this episode, Grant and Bill discuss the national debt, tips for taking advantage of stock market gains, and some unexpected side-hustles for retirees. 

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 outsmarting scammers. 

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 couple of year-end tax tips, and there's no guarantee but music could change your life. 

In this episode, Grant and Bill discuss Social Security COLA, plans to support a retirement lifestyle, tips for a Purchase Power Portfolio, and what JP Morgan is urging Americans to stop doing. 

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 popular change by a popular cruise line. 

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 accounts have been forgotten. 

In this episode, Grant and Bill discuss estate planning. 

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 pharmaceutical tariffs. 

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 plan, and estate planning in the digital age. 

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 groove, and pre-retirement purchases. 

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're still supporting an adult child. 

In this episode, Grant and Bill discuss if the Fed cuts interest rates, can we expect mortgage lenders to do the same, what is the average Social Security check for those who retire at 62, figuring out how to pay off a personal loan, and all you need to know about receiving an inheritance. 

In this episode, Grant and Bill discuss how an interest rate cut could be on the way, are you holding yourself back from wealth, and living the dream!

In this episode, Grant and Bill discuss Social Security turning 90, the best financial advice you've ever received, and what if you think you've saved too much for retirement. 

In this episode, Grant and Bill discuss the latest estimate on how much healthcare could cost you in retirement, when to call your financial advisor about a life-changing event, and how where you live can impact how much you save for retirement. 

In this episode, Grant and bill discuss working with a 401K. Stay tuned for an important update on a significant change that could be just a signature away, the US credit rating is down, and passing along your prized collections. 

In this episode, Grant and Bill discuss the latest estimate cuts 9 months off Social Security solvency and what to do, 403b plans, and the number one state for retirement. 

In this episode, Grant and Bill discuss could 90 be the new 60, lose a job in your 60's...3 questions to ask yourself, and who is benefiting from all this volatility.

In this episode, Grant and Bill discuss one TV personality's fears that could be in her future, tips on handling a big win, and the value of shopping around. 

In this episode, Grant and Bill discuss putting retirement in jeopardy, annuity sales are booming, and what are the retirement worries of multi-millionaires?