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  • Proactive Inherited IRA RMD Planning

    Proactive Inherited IRA RMD Planning
    Nov 5 2023
    There's been a lot of change in the world of inherited IRAs over the past few years. It pays to be proactive in how you plan on satisfying RMDs from a inherited IRA you become the owner of.
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  • Frightful Financial Mistakes

    Frightful Financial Mistakes
    Oct 29 2023
    With Halloween around the corner, Paul and Garrett discuss a few of the financial mistakes people can fall into.
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  • Social Security Update 2024

    Social Security Update 2024
    Oct 22 2023
    The latest cost of living adjustment (COLA) was announced for Social Security beneficiaries. Paul and Garrett discuss its impacts.
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  • Healthcare Costs in Retirement

    Healthcare Costs in Retirement
    Oct 15 2023
    Paul and Garrett discuss the big rocks of healthcare costs in retirement: Health Insurance and Long-Term care planning.
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  • Is My 6% Income Strategy Too Risky?

    Is My 6% Income Strategy Too Risky?
    Oct 8 2023
    Paul and Garrett discuss how a 5-6% fixed income interest rate could impact your investing allocations and income plan.
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  • Medicare Annual Enrollment Season

    Medicare Annual Enrollment Season
    Oct 1 2023
    Garrett brings in Ben Landis to help explain what Annual Enrollment season is for Medicare.
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  • Roth Conversion Planning in September

    Roth Conversion Planning in September
    Sep 24 2023
    Paul and Garrett discuss how Roth Conversions works and how now is the time to begin planning any Roth Conversion decisions you may have before the end of the year.
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    Weniger als 1 Minute
  • Investing vs Gambling

    Investing vs Gambling
    Sep 17 2023
    Paul and Garrett discuss a recent growing trend of option investing and how it compares to investing vs gambling.
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    Weniger als 1 Minute