The Retirement Playbook

Jan 27, 2020

Retirees traditionally spend their first few years of retirement doing  the things they've dreamed about while they were still working, AKA the "Go-Go Years."  Rick and Granger discuss the importance of planning to spend a little more in those first few years of retirement without compromising your lifestyle in...

Jan 20, 2020

Barron's says that one of the most common financial mistakes is not having a written plan for your retirement.  Rick and Granger discuss why having a formal plan is such a  big...

Jan 13, 2020

The start of a new year is a perfect time to reflect and reassess... and that includes your retirement plan (or lack thereof).  This week, Rick and Granger discuss the Five Retirement Myths outlined in national bestselling retirement author Patrick Kelly's book of the same name.

Jan 6, 2020

At the end of the year, Congress approved major changes in the way people plan for retirement.  It's called the SECURE (Setting Every Community Up for Retirement Enhancement) Act, and this week Rick & Granger discuss how it could potentially affect you, specifically when it comes to RMD planning.