The Retirement Blueprint

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. 

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?

In this episode, Grant and Bill discuss investing in gold, settling disagreements on who is getting what, and cryptocurrency, how to pass it on to your beneficiaries. 

In this episode, Grant and Bill discuss some options for re-investing your RMD's, Annuity Awareness month, and how financially literate are you?

In this episode, Grant and Bill discuss what the One Big Beautiful bill could do for you, asking AI for retirement advice, and working while taking Social Security benefits. 

This is a best of from The Retirement Blueprint. 

In this episodes, Grant and Bill discuss knowing when it's time to find a more "personal" financial relationship, might a work/retire hybrid ease the transition, and renting as an investment?

In this episode, Grant and Bill discuss if you own a small business, what's your exit plan, are bond worth a look right now, Social Security COLA, and where are the best beaches in America?

In this episode, Grant and Bill discuss a new take on tariffs, what Warren Buffet says about market volatility, and a breakdown of the FIRE strategy.