Archive for September 2026
Navigating Retirement’s Unlikely Challenges
Dana Wright and Brad Ford discuss retirement confidence and preparedness, revealing surprising survey findings: Americans with children feel more confident about retirement than those without. The episode explores why having…
Read MoreWeekly Market Insights | 9/6/26-9/12/26
Weekly Market Commentary THE WEEK IN REVIEW: September 6, 2026 – September 12, 2026 Inflation rose in August — will rates follow? To pretty much no one’s surprise, inflation ticked…
Read MoreMoney Mindset Shifts for Retirement Freedom
Dana Wright and Jacob Hall explore the psychological challenges retirees face when shifting from decades of saving to spending down their nest egg. Whether you have $500,000 or $20 million,…
Read MoreWeekly Market Insights | 8/30/26-9/5/26
Weekly Market Commentary THE WEEK IN REVIEW: August 30, 2026 – September 5, 2026 It feels like we’ve seen this before After a month of relative quiet, the U.S. pounded…
Read MoreCracking the Code: Retirement Risks & Rewards
Brad and Dana demystify the many elements of retirement planning—taxes, Social Security, investment, estate planning, and risk management. The episode points out that investing is just one part of retirement…
Read MoreRetirement Made Simple
Brad Ford and Dana Wright encourage listeners to embrace the simplicity and clarity that comes from organized retirement planning. By making complex choices more approachable, they help listeners overcome procrastination,…
Read MoreRetirement Planning for Every Personality
No matter your style—detail-oriented planner or spontaneous doer—Brad Ford and team explain how to customize a retirement strategy for your personality type. They share stories and tips for bridging gaps…
Read MoreCracks in Your Fiscal House
Brad and the team discuss how “cracks” in your financial foundation—such as overlooked risks or changing personal circumstances—can derail retirement plans if not addressed. The show underscores the importance of…
Read MoreThe Missing Piece of Your Retirement Plan
Brad Ford explores the often-overlooked tax implications of retirement withdrawals. Many retirees are surprised to learn their tax bill may stay the same—or even rise—in retirement. The episode walks through…
Read MoreReality of Retirement Spending
Jacob Hall and Dana Wright address the realities of spending in retirement, including inflation, taxes, unexpected expenses, and the persistent threat of financial fraud—even among the tech-savvy. Real-life stories stress…
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