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The Retirement Playbook

Mar 25, 2019

Rick compares the discipline of student athletes the discipline of retirees, the importance of a financial check-up, and tax saving strategies that can still be used on 2018 taxes. 

Mar 18, 2019

Rick & Granger discuss a proposed bill that would tax stock trades, changes to Medicare Advantage in 2019, and why the next market correction could actually be a good thing for you.

Mar 11, 2019

Rick and Granger discuss the things you should be doing to prepare for retirement, whether you're ten years, five years, or even three months away from leaving the 9-5.