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The Retirement Playbook

Dec 16, 2019

That is to say, "Annuities."  This week, Rick discusses some of the stigmas surrounding annuities, and how the could, or possibly couldn't, be a useful part of your retirement plan.


Nov 25, 2019

The federal deficit for the 2019 budget year has grown to more than $984 billion.  But the government doesn't have to operate on a budget like we do- if they need more money, it usually comes from a tax increase.  This week, Granger discusses the possibility of a tax increase in the future and how to proactively take...


Nov 18, 2019

Obviously, the preferred answer is neither.  But one of them can be considerably more damaging to your retirement plans.  Granger explains, as well as why the first 5-10 of retirement are so important.


Nov 11, 2019

The Fed cut interest rates at the end of October (the third cut in as many months), which is great for car loans and credit cards... but what about retirement savers?

This week Rick discusses ways to offset low interest rates in retirement.


Nov 4, 2019

Thanks to a historically long bull market run, many retirees and pre-retirees have become overconfident about how much money they think they'll be able to safely withdraw in retirement.

This week, Rick & Granger how using a little bit of science can help make sure that amount isn't going to be a problem down the road.