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The Retirement Playbook

Apr 29, 2019

Rick and Granger discuss the chores and tasks people would rather do than deal with financial planning and the need to sometimes have conversations with clients that they may not want to hear.

Apr 22, 2019

Rick and Granger discuss common retirement myths, the investing risk pre-retirees get as they get closer and closer to retirement, and the perils of withdrawing from your 401k too early.

Apr 15, 2019

Rick Hughes discusses what Tax Freedom Day is, a proposed bill in DC that would allow you to save your money longer, and what people often get wrong about putting money into a retirement account.

Apr 8, 2019

Rick and Granger discuss long term care policy alternatives and what to do if you decide to take more than the "required minimum" when it comes to taking your RMDS (required minimum distributions).

Apr 1, 2019

The #1 fear for most retirees is outliving their money.  Rick discusses how to address that "longevity risk" as well as the pros and cons of pension buyouts, which can now be offered even after retirees are already collecting a pension.