Making Finances Easier
The latest cost of living adjustment (COLA) was announced for Social Security beneficiaries. Paul and Garrett discuss its impacts.
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59 Episoder
Proactive Inherited IRA RMD Planning
There's been a lot of change in the world of inherited IRAs over the past few years. It pays to be proactive in how you plan on satisfying RMDs from a inherited IRA you become the owner of.
Frightful Financial Mistakes
With Halloween around the corner, Paul and Garrett discuss a few of the financial mistakes people can fall into.
Social Security Update 2024
Healthcare Costs in Retirement
Paul and Garrett discuss the big rocks of healthcare costs in retirement: Health Insurance and Long-Term care planning.
Is My 6% Income Strategy Too Risky?
Paul and Garrett discuss how a 5-6% fixed income interest rate could impact your investing allocations and income plan.
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