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The Retirement Playbook

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.

Dec 16, 2019

That is to say, "Annuities."  This week, Rick discusses some of the stigmas surrounding annuities, and how the could, or possibly couldn't, be a useful part of your retirement plan.

Nov 25, 2019

The federal deficit for the 2019 budget year has grown to more than $984 billion.  But the government doesn't have to operate on a budget like we do- if they need more money, it usually comes from a tax increase.  This week, Granger discusses the possibility of a tax increase in the future and how to proactively take...

Nov 18, 2019

Obviously, the preferred answer is neither.  But one of them can be considerably more damaging to your retirement plans.  Granger explains, as well as why the first 5-10 of retirement are so important.