The Art And Science Of Retirement

Retirement isn't just a number. It's a phase of life that comes with big questions, evolving goals, and a need for real clarity.Welcome to The Art and Science of Retirement — a weekly podcast for people who want to make smart financial decisions and live fully in every stage of life. Hosted by Grant Ellis, founder of Ellis Retirement Services, this show blends two decades of financial expertise with practical, down-to-earth conversations about money, planning, and purpose.Each week, we'll unpack real-life scenarios, answer the questions you've been too afraid to ask, and help you think through what retirement — and financial independence — could look like for you.What to expect:→ Retirement planning without the jargon→ Candid insights from 20+ years in the advisory business→ Case studies and stories from real clients (anonymized, of course)→ Clear steps for building a life you don't want to retire fromWhether you're 15 years out or already retired, there's something here for y

The Art And Science Of Retirement is a business podcast hosted by Grant Ellis, with 21 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Grant Ellis hosts The Art And Science Of Retirement, a business show with 21 episodes published.

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  The Art And Science Of Retirement

  How Retirees Pay Zero Tax on Capital Gains and Social Security

  Jun 1, 202611 minS0

  <p > Did you know there's a window in the tax code where you can sell appreciated investments, collect Social Security, and owe the IRS nothing? In this episode I walk you through exactly how to coordinate your capital gains and Social Security income to land in the zero percent tax bracket legally, intentionally, and repeatedly.</p> <p > We cover the zero percent long-term capital gains rate and what the 2026 income thresholds actually mean for you, how to calculate your harvesting room using the standard deduction, which assets to sell and in what order, how to sequence withdrawals during the bridge...

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  Episode #11

  Most People Don't Know What Advisors Do…Here's the Truth

  Apr 7, 202630 minS0

  <p >Work with Grant: https://oncehub.com/GrantEllisMeetings30</p> <p >What does a financial advisor actually do?</p> <p >Most people hear terms like financial planner, wealth manager, advisor, and assume they all mean the same thing… they don't.</p> <p >In this episode, I break down what financial advisors really do in plain English, without the industry jargon.</p> <p >We cover:</p> The 3 core things advisors actually do Why "financial advisor" means nothing legally The truth about investments, products, and planning When tools like insurance and annuities make sense (and when they don't) How to know if an ad...

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  The Art And Science Of Retirement

  401(k) to IRA Before Retirement? The Pros, Cons, and Mistakes to Avoid

  Jan 29, 202611 minS0

  <p>401(k) to IRA Before Retirement? The Pros /Cons/ and Mistakes to Avoid</p> <p>Work with me: https://ellisretirement.com/get-started/</p> <p>In this episode, I want to clear up one of the biggest misconceptions I hear from people who are in the pre-retirement stage.</p> <p>If you're over 59½ and still working, you may have been told, or assumed, that you're stuck in your 401(k) until you officially retire.</p> <p>I hear this all the time, and the truth is: that's not always the case.</p> <p>In this video, I walk through what's called an i...

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  The Art And Science Of Retirement

  5 Things You MUST Do Before You Retire

  Dec 18, 202512 minS0

  <p>Work with me: https://ellisretirement.com/get-started/<br /> <br /> If you're between 50 and 65 and starting to think seriously about retirement, you've probably realized something: it's overwhelming. I hear it from people every single day. There are so many moving parts, investments, estate planning, taxes, and income planning, that it's hard to even know where to begin.<br /> <br /> In this episode, I'm walking you through the 5 key pieces of your financial planning puzzle (plus a bonus 6th piece specifically for retirees). This is the exact framework I use with families across the country as they prepare for, enter, and...

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  The Art And Science Of Retirement

  My 5-Step Financial Planning Process You Need to Know

  Dec 14, 202513 minS0

  <p>If you want help building a plan tailored to your goals, you can book a call with me here: https://ellisretirement.com/get-started/, so we can walk through your situation together.</p> <p>Today I'm breaking down the exact 5-step financial planning process I use with my clients so you know what real financial planning looks like and how to make smarter decisions for your money, retirement, investments, and long-term goals.</p> <p>In this episode, I'll walk you through the core stages of a complete financial plan:</p> <p>1. Organize and Dream  </p> <p>We gather every detail o...

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