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The Retirement Playbook

Oct 28, 2019

33 years ago, President Reagan signed the Tax Reform Act of 1986, which lowered the then-top tax rate for ordinary income from 50%-28%.  But could we see that top tax rate get that high again?  Rick and Granger discuss the possibility, and discuss how to take advantage of the rates as they are now while you...

Oct 21, 2019

32 years ago, the Dow lost 22% of it's total value in a single day in an event known as "Black Monday."  This week, Rick and Granger talk about whether or not something like that could happen again, and how to prepare for it if it did.

Oct 14, 2019

In 1994, the 4% rule (which said you could spend 4% of your nest egg annually and have an enjoyable retirement) was established.  That was 25 years ago, and 25 x 4= 100% of a nest egg being gone by now if that rule were followed.

This week, Rick and Granger talk why rules of thumb are a good starting point ina  plan,...

Oct 7, 2019

How do you plan for a trip when you're not sure how long it will last?That's a similar problem many face as they approach retirement, and this week Granger discusses how to make those long-term plans.  Also: when is enough when it comes to helpign out your children financially?