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The Retirement Playbook

Feb 22, 2021

We all know that the markets can be risky.  But these days, with low interest rates, it seems like there may not be many other options if we want our nest egg to continue to grow.  This week, Granger discusses what those other options are, and how important they are to consider the closer you get to retirement.

Schedule...


Feb 15, 2021

Many analysts are crediting the performance of the market with stimulus spending, and the promise of another bill on the way.  But what happens when that spending stops?  And how will these bills be paid (and as importantly, by whom)?

Rick discusses how to prepare for the possibility of an unfavorable market.

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Feb 8, 2021

You probably wouldn't/shouldn't buy a car directly off a lot without taking it for a test drive, and the same can be said about you retirement.  What if the income you budgeted for turns out to not be enough?  Rick and Granger discuss when (and how) to "test drive" your retirement budget, and what to do if the...


Feb 1, 2021

Tennessee was among one of the most popular moving destinations in 2020, while states like New Jersey and California saw a large exodus.  While not the sole reason, taxes probably came into play for a decent number of those moves.  Rick and Granger talk about other strategies people can take that don't involve packing...


Jan 25, 2021

There are certain milestone ages that retirees are probably aware of, like 62 (when you can begin claiming social security) or 72 (when you have to begin taking RMDs).  But did you know there are several other big milestones that you should know about, and some happen well before you actually retire?  Rick and Granger...