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The Retirement Playbook

Aug 31, 2020

A recent survey asked "average" investors what kind of returns they expected to earn over the next five years.  The answer? 15%!  And while possible, it may not necessarily be probable.

This week, Granger discusses managing expectations, and how to develop a plan that won't rely on sky-high returns.

Aug 24, 2020

A recent Market Watch article compared investing with taking a long road trip: you can A: drive fast and get there quicker (but potentially run the risk of a speeding ticket or worse) or B: go a little slower and reduce those risks.

This week, Granger talks about how pre-retirees can find out which strategy (or a...

Aug 18, 2020

At the end of 2019 (remember way back then?), the SECURE act changed the age that required minimum distributions began (from 70 and a half to 72).  And whether you just turned 70 or maybe even 60 it's still important to figure out how much those RMDs could be.  This week, Granger explains why.

Aug 17, 2020

Bonds used to be a critical part in most retirement plans.  And while the earning potential behind bonds has decreased significantly, the argument can be made for still including them in a modern plan.  Granger discusses why and more on this week's episode.

Aug 3, 2020

The conventional wisdom is that with Roth 401ks, you don't have to pay any taxes on withdrawals made in the future.  But there are small exceptions, and this week Rick & Granger talk about what those are and how to prepare for them.