The Retirement Blueprint

In this episode, Grant and Bill discuss the presidential election and taxes, silver squatters, AI, and investors who want to freeze themselves and take their nest egg with them.

In this episode Grant and Bill discuss why Chat GPT gives the worst financial advice, should you tap your home equity loan, how could Bill Gates possibly run out of money, and why you might need a bigger nest egg. 

In this episode, Grant and Bill discuss his and hers retirement accounts and why pet ownership is a predictor of financial responsibility.

n this episode, Grant and Bill discuss more records for the NASDAQ, why investors are cashing out of the S&P 500, and advice from one of the most famous and successful investors.

In this episode, Grant and Bill discuss opening up about money, will you need long-term case, and what could trump your will?

In this episdoe, Grant and Bill discuss what we've got that AI hasn't got, what to do with a nest egg, and when it's time to shift from customers first to "me-first

In this episode, Grant and Bill discuss Huey Lewis and the retirement news, you're lucky enough to find a new home, now keep the old one or sell it, and 5 years from retirement: what you need to be doing right now. 

In this episode, Bill and Grant discuss how BlackRock billionaire Larry Fink says we should think more like Aussies, why so few are “living the dream in retirement”, and when Go-Go becomes No-Go, will you be prepared?”

In this episode, Grant and Jeff discuss if you want to retire in 2025, here's what you need to know, four ways life insurance can grow and protect your wealth, nine most common reasons people run out of money in retirement, and the five pillars of retirement planning.

In this episode, Bill and Grant discuss forecast whiplash...cut, hike, cut, hike...where interest rate predictions fall this week, inflation is up for yet another month but the president counts it as a win, the major investment firm that says there's "no-return" left in the stock market, and claiming Social Security before you retire. 

In this episode, Bill and Grant discuss that Social Security isn't running out of money quite as fast as we thought, ways to minimize taxes in retirement, how "gray divorce" can shred your retirement plans , and our confidence in the government to handle the economy is historically low. 

In this episode, Bill and Grant discuss where is the trust, smart financial moves to retire at the same time, how much do your beneficiaries really need to know, and how Taylor Swift fans could help you become a millionaire, maybe. 

In this episode, Bill and Grant discuss aging in the wrong place, the IRS puts some penalties on hold, and how to invest like the top zero-point-zero-zero-one percent. 

In this episode, Bill and Grant discuss already estimating the Social Security COLA for 2025, financial attachment, how in the stock market, FOMO is out, OMO is in, and what is a 401K?

In this episode, Jeff and Grant discuss the first five years of retirement and money moves you must make, big retirement obstacles you must overcome, creating a reliable retirement paycheck, and avoiding tax bombs. 

In this episode, Jeff and Grant discuss what to know about rolling over a 401K into an IRA, a pension alternative, how the presidential election could effect the stock market, and getting remarried - estate planning pitfalls to avoid. 

In this episode Grant and Jeff discuss common money mistakes that people make i their first year of retirement. 

In this episode Grant and Jeff discuss Signs It Could Be Time To Look For A New Investment Advisor, 7 Times You Should Not Pay Off A Mortgage Before Retiring, What A Deferred Annuity Is, and 10 Things You Should Know About Estate Planning.  

In this episode Grant discusses reverse mortgages and 20 costly mistakes that people make when entering retirement. 

In this episode Grant discusses 5 things I wish I'd known before I retired, 5 things an annuity salesperson won't tell you, twelve questions retirees often get wrong about taxes in retirement and what is a reverse mortgage, how does it work, and what are the pros and cons?

In this episode Grant discusses 18 income strategies for lifetime wealth. Also 5 common retirement fears and how to overcome them, and why the solo years of retirement are important to plan for. 

In this episode, Grant talks about Peak 65 - More Baby Boomers turning 65 than ever before. 

In this episode Grant discusses 6 social security myths, estate plan checkups, single premium annuities, and 1 in 5  retirees are going back to work.

In this episode, Grant discusses advisors who claim to be held to the fiduciary standard but ho do not act that way. Also, how to create a retirement income stream, benefits you're missing out on if you're not working with an advisor, and the pros and cons of fixed annuities. 

In this episode Grant discusses changes in income taxes when the Trump tax cuts expire at the end of 2025. Also tax breaks people aover the age of 65 often miss, death of a spouse, and how hybrid life insurance can pay for long term care.