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The Retirement Playbook

Nov 11, 2019

The Fed cut interest rates at the end of October (the third cut in as many months), which is great for car loans and credit cards... but what about retirement savers?

This week Rick discusses ways to offset low interest rates in retirement.


Nov 4, 2019

Thanks to a historically long bull market run, many retirees and pre-retirees have become overconfident about how much money they think they'll be able to safely withdraw in retirement.

This week, Rick & Granger how using a little bit of science can help make sure that amount isn't going to be a problem down the road.


Oct 28, 2019

33 years ago, President Reagan signed the Tax Reform Act of 1986, which lowered the then-top tax rate for ordinary income from 50%-28%.  But could we see that top tax rate get that high again?  Rick and Granger discuss the possibility, and discuss how to take advantage of the rates as they are now while you...


Oct 21, 2019

32 years ago, the Dow lost 22% of it's total value in a single day in an event known as "Black Monday."  This week, Rick and Granger talk about whether or not something like that could happen again, and how to prepare for it if it did.


Oct 14, 2019

In 1994, the 4% rule (which said you could spend 4% of your nest egg annually and have an enjoyable retirement) was established.  That was 25 years ago, and 25 x 4= 100% of a nest egg being gone by now if that rule were followed.

This week, Rick and Granger talk why rules of thumb are a good starting point ina  plan,...