The Retirement Blueprint

In this episode Grant and Bill discuss:
- The Social Security Cost Of Living Adjustment for 2027
- Dealing with the fear of running out of money
- Why October has such a bad reputation on Wall Street
- And the top selling candies to fill the bags of trick or treaters this year

In this episode Grant and Bill discuss:
- Planning for memory-making travel
- Planning for a confident retirement
- Planning for the future

In this episode Grant and Bill discuss:
- A cultural historian says retirement as we know it is over. Is he right?
- Hit a million dollars? Why keeping quiet may be your smartest money move
- The hidden costs that can quietly drain a healthy nest egg

In this episode Grant and Bill discuss:
- What might be more shocking to football fans than Tom Brady's 2017 big game comeback against the Atlanta Falcons
- If you might be at risk of losing your Medicare Advantage plan
- What athletes Mike Tyson and Antonio Brown have in common, a list you probably do not want your name on 

In this episode Grant and Bill discuss:
- Social security changes in 2027
- 7 year forecast on Social Security and preparing now
- Why you might think twice about paying off your mortgage early
- Myth-busting, tailgating, grilling, and how Florida became a retirement spot

In this episode, Grant and Bill discuss:
-What Costco is doing and its implication for those retiring
-If AI knows best when it comes to your medicare choices
-Inheritance. A simple mindset shift that might be able to prevent a family feud
-Have baseball cards cross the line from collection to obsession?

In this episode, Grant and Bill discuss:
-The the national debt crossing $40 trillion and its implications 
-Why some millionaires face a bigger tax bill than they expect, and which classic retirement "rules" might deserve a second look
-A group of women testing out a Golden Girls-style shared living situation, and a teacher bonus story that shows generosity is alive and well. 

In this episode, Grant and Bill discuss:
- Sneaky expenses in retirement--and how to make savings last
- Why so many retirees claim Social Security early, and what to know before adding annuity to the mix
- The "magic number" behind a more luxurious retirement, and why some wealthy young investors are moving away from stocks
- One saver's real numbers at 50, and how retirement can look different for men and women 

In this episode, Grant and Bill discuss:
-The upcoming mid terms and how it affects the stock market 
-What millennials are saying about long term care for their parents
-How retirees are rethinking what happens to their money

What it means for anyone trying to protect a nest egg.

What the numbers say about how much Americans in their mid-60s and beyond have actually saved, and a billionaire's lesson in never trusting the numbers alone.

A tax move worth knowing before your next sale, and a lighter look at where the stars say you should spend your golden years

In this episode, Grant and Bill discuss: 
- Mick Jagger opens up about getting older, and a new analysis breaks down
exactly how much a couple needs to retire in every state.
- A Trump administration idea borrowed from halfway around the world could
reshape retirement savings, and why so many people over 50 keep putting off the
trip they've always dreamed of.

In this episode, Grant and Bill discuss: 
- Why 80% of retirees leave their nest eggs untouched too long — and a shrinking
tax break that rewards early withdrawals.
- A gold market signal spooking investors
- The RMD mistakes costing retirees real money
- A mid-year tax-loss harvesting strategy many people wait too long to
consider.

In this episode, Grant and Bill discuss:
- Medicare is about to start covering weight-loss drugs. We'll tell you what's
changing and who may qualify.
- A new report says many seniors are at risk of outliving their savings. Is your state
one of the worst for it?

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 for you.

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

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. 

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 stop in for a cup of ambition. 

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?

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?

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 no way out. 

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. 

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. 

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. 

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. 

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. 

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

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

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. 

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 retirement states. 

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. 

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. 

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

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 how one stranger changed the life of a 92 year old woman. 

In this episode, Grant and Bill discuss if you know where are your 401K accounts are, top retirement regret, and white collar dread. 

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 the start or end of 2025?

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 states, and how much penalties Americans are paying in missed RMD's.

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. 

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.