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The Retirement Playbook

Oct 26, 2020

Having a diversified stock portfolio is great, but it doesn't mean you have a diversified retirement plan.  


This week, Rick discusses the difference, and why it's important to focus on the latter as you prepare for retirement.

Oct 19, 2020

You have until December 7th to choose the plan that will best suit you for the upcoming year.  This week, Rick talks about the importance of reviewing your options and not just keeping your same plan from 2020 without seeing if any changes have been made.

Oct 12, 2020

Financial advisors always look for indicators to see where the markets and economy are headed, and activity with the Federal Reserve might suggest that tough times are coming.


This week, Rick and Granger discuss how to prepare for those tough times, and how to be financially nimble through those times.

Oct 5, 2020

So far, Congress has approved more than $6 trillion in stimulus spending to help get us through the pandemic, and there's still talk of more to come.  But while Uncle Sam can just print more money as they see fit, we don't have that option when it comes to funding our retirement.


This week, Rick and Granger discuss...