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  • Proactive Inherited IRA RMD Planning

    Proactive Inherited IRA RMD Planning
    2023/11/05
    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
    2023/10/29
    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
    2023/10/22
    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
    2023/10/15
    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?
    2023/10/08
    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
    2023/10/01
    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
    2023/09/24
    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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  • Investing vs Gambling

    Investing vs Gambling
    2023/09/17
    Paul and Garrett discuss a recent growing trend of option investing and how it compares to investing vs gambling.
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