Episodios

  • What you don't know can hurt you.
    Jan 2 2026

    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.

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    54 m
  • Americans are living longer. Are you financially prepared to celebrate your 100th birthday?
    Dec 29 2025

    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.

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    54 m
  • Which would make you the happiest? Saving money or spending money?
    Dec 23 2025

    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.

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    54 m
  • Could passive income be the answer to achieving a successful retirement?
    Dec 16 2025

    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.

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    54 m
  • Avoiding retirement disenchantment.
    Dec 9 2025

    In this episode, Grant and Bill discuss avoiding retirement disenchantment, RMD's, and is there a perfect age to retire?

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    54 m
  • Discussing the national debt
    Dec 3 2025

    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.

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    54 m
  • When the great wealth transfer involves the family business.
    Nov 24 2025

    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.

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    54 m
  • Why one laid off government worker says he's living the dream.
    Nov 19 2025

    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.

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    54 m