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The Retirement Playbook

Feb 25, 2019

Granger discusses the transition period of converting savings into lasting income, the advantages of rolling 401ks into IRAs, and RMDs, or Required Minimum Distributions.


Feb 18, 2019

Rick and Granger discuss alternatives to the high costs of long term care policies, navigating the ups and downs of the market in retirement and how to budget for expenses that could be more than double your social security benefit.  


Feb 4, 2019

Rick discusses how an age gap between spouses could affect retirement, what having a financial advisor help you with Social Security can do for your bottom line vs going it alone, and how to take advantage of the current tax cuts that are in effect.