Dec 19, 2023
Or more specifically, why they shouldn't be the end-all, be-all when it comes to your financial planning. Rick Hughes talks about how to properly incorporate these rules in your plan, as well the error of measuring yourself up to other retirees, on this episode of The Retirement Playbook.
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Dec 12, 2023
Perhaps the window on 2023 is closing, but there are things that can (and probably should) be done to lower your RMD obligations in the years to come. But probably doesn't mean definitely. Granger discusses the things to take into consideration on this episode of The Retirement Playbook.
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Dec 5, 2023
As we get set to put a bow on 2023, many people are making
predictions on what to expect from the market in 2024. And
with it being an election year, the uncertainty only
increases. Rick discusses strategies worth looking at if you
don't have the appetite for further market risk.
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Nov 14, 2023
In an era where taxes almost certainly have to go up in the future, many are looking at Roth conversions as a way to avoid getting hit with higher rates down the road. But what could that mean for you in the meantime? Granger talks about the things to take into account on this episode of The Retirement Playbook.
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Nov 7, 2023
With the solvency of Social Security in the spotlight lately, many people are wondering if they should claim as soon as possible to get what they can while they can. But the conventional wisdom has always been to delay as long as possible. Granger weighs the pros and cons, and discusses why there's not a catch-all...