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The Retirement Playbook

May 18, 2020

Almost every day, we find ourselves in a situation where we have to weigh the risks of doing something against the potential reward.  And while it was easy to say we were comfortable with high risk in the markets for the past 12 years, the first quarter of this year has shown how damaging that can be, especially...


May 13, 2020

A recent article in The Street stated that the missing ingredient in most retirement plans is safety.  But as the markets have recently reminded us, that can be a relative term.  On this episode, Rick & Granger talk about the balance between growth and safety.


May 12, 2020

With all the scary economic headlines recently, financial advisors have become quite popular!  This week, Rick & Granger answer some questions that listeners have asked about their financial future.  Plus: the current state of Medicare and Social Security.