Testing your knowledge of Social Security

July 08, 2026 11:05am 54 min

In this episode, Grant and Bill Discuss:- Testing your knowledge of Social Security- Getting in sync with your partner on a “rest-of-your-life” decision- Age where you are or change the scenery? We’ll have some questions...

Social Security just hit a historic milestone — and it directly affects your retirement date

June 30, 2026 10:55am 54 min

In this episode, Grant and Bill discuss Social Security just hit a historic milestone — and it directly affects yourretirement date

Imagine working into your 90's because a clerical error denied you a pension.

June 24, 2026 1:15pm 54 min

In this episode, Grant and Bill discuss working into your 90's because a clerical error denied you a pension, retirement confidence is sliding, and the American dream. 

When retirement is not your choice.

June 16, 2026 1:46pm 54 min

In this episode, Grant and Bill discuss when retirement is not your choice, why one strategist says not to worry about the stock market right now, 5 things that wealth builders have in common, and Dolly's inviting you to...

Testing your knowledge of Social Security.

June 09, 2026 9:56am 54 min

In this episode, Grant and Bill discuss Social Security, getting in sync with your partner on the rest of your life decision, and age where you are or change the scenery?

Best of episode.

June 02, 2026 3:23pm 54 min

Is the retirement you want, the one you'll get?

May 29, 2026 10:49am 54 min

In this episode, Grant and Bill discuss is the retirement you want the one you'll get, hidden costs can turn a dream into regret, and what's your comfort cost?

The Great Wealth Transfer is underway.

May 19, 2026 2:00pm 54 min

In this episode, Grant and Bill discuss the Great Wealth Transfer, the third founder of Apple missed out on billions and why he is standing by his decision, and why some pro-golfers are in the rough with what seems to be...

What does comfortable really mean to most Americans and do we still believe we can live that way in retirement?

May 13, 2026 2:15pm 54 min

In this episode, Grant and Bill discuss can you still live comfortably in retirement, are there pros and cons to a tax credit, and what estate planning could like like if you're a solo-ager. 

What would you say has been the worst year to retire in the last century?

May 08, 2026 2:41pm 54 min

In this episode, Grant and Bill discuss the worst year to retire in the last century, gold prices, and pros and cons to selling your home and re-investing the money. 

It's costing more to fill the tank and not only for our cars.

April 28, 2026 1:41pm 54 min

In this episode, Grant and Bill discuss that it's costing more to fill the tank and not only for our cars, tax mitigation strategies, and ways to grow your wealth in retirement. 

What has America's retirement more vulnerable that it was in the past?

April 23, 2026 3:56pm 54 min

In this episode, Grant and Bill discuss what has America's retirement more vulnerable, 5 threats to your retirement a financial planner might help you with, and America's new number for a comfortable retirement. 

Gold prices are down. We'll get into what might be behind the slump.

April 15, 2026 4:10pm 54 min

In this episode, Grant and Bill discuss gold prices, testing the waters in retirement, alternative investments, and 3 cities chosen as this year's best places to retire. 

Federal Reserve Committee meeting vote to keep rates steady for the second time in a row.

April 08, 2026 2:45pm 54 min

In this episode, Grant and Bill discuss the Federal Reserve Committee meeting. 

Six years and counting for the Social Security Trust Fund.

April 02, 2026 9:53am 54 min

In this episode, Grant and Bill discuss the Social Security Trust Fund, emergency funds, and a new kind of retirement community. 

How a tax plan could help stop you from blowing up your savings.

March 24, 2026 4:15pm 54 min

In this episode, Grant and Bill discuss tax plans, most common scams this tax season, pre-retirement financial moves, and knowing your weak spots could help make for a stronger retirement. 

Is Medicare funding in more trouble than we thought?

March 17, 2026 1:47pm 54 min

In this episode, Grant and Bill discuss if Medicare is in more trouble than we thought, the simplest things hold up your tax return, are you strong enough to avoid the temptation, and a new report ranks the best retireme...

Does the 4% rule still hold up in 2026?

March 11, 2026 1:46pm 54 min

In this episode Grant and Bill discuss does the 4% rule still hold up in 2026, the over-under challenges of retirement spending, and SS COLA estimates. 

How much do you need for a comfortable retirement?

March 03, 2026 9:57am 54 min

In this episode, Grant and Bill discuss how much you need for a comfortable retirement, if you married deciding when to apply for Social Security, and passing along an inheritance while you're still around. 

Elon Musk has some unconventional advice about saving for retirement.

February 25, 2026 10:10am 54 min

In this episode Grant and Bill discuss Elon Musk unconventional advice and some taxes that have suddenly become very complicated.