Archive for September 2026
Museum of Your Money
Brad and Dana invite listeners to consider the legacy their money and possessions will create. By imagining your “museum of money,” the episode explores how your financial choices and personal…
Read MoreJuly 11-19 Headlines
Amid summer headlines—including World Cup excitement and big purchase decisions—Brad and Dana discuss the financial realities behind spending, saving, and investing. The team draws on recent headlines to reinforce the…
Read MoreMailbag Questions 38
Jacob Hall and host Dana field listener questions about legacy, vacation and investment homes, and when to prioritize estate planning. The conversation highlights the importance of direct communication in families,…
Read MoreFinancial Independence 2026
Brad and guest Jacob Hall discuss the true meaning of financial independence for retirees: the ability to live without anxiety about finances. They talk about breaking away from the status…
Read MoreThe Reality of Retirement Spending
Brad Ford and Jacob Hall examine the pressures facing retirees due to persistent inflation and increased living costs—the latest consumer data shows a large annual jump. They discuss how inflation…
Read MoreRetirement Risks Hiding in Plain Sight
Brad Ford and Dana Wright expose the hidden risks that can threaten even well-laid retirement plans—whether from neglecting upkeep, underestimating inflation, or missing out on professional reviews. The show uses…
Read MoreNavigating Retirement’s Hidden Challenges
Brad and Dana examine the “hidden” challenges retirees face—those unexpected costs, decisions, and moments that can threaten retirement well-being. From unplanned health issues to missed deadlines or unforeseen expenses, they…
Read MoreTough Financial Truths
Brad Ford and Dana highlight that retirement is about more than just efficiency and money—it’s about living a meaningful life. They share personal stories about balancing work, family, and purposeful…
Read MoreThe Magic Number
Brad Ford addresses the myth of the “magic number” in retirement planning—the idea that hitting a single savings goal ensures security. Real-life stories illustrate that sustainable, stress-free retirement depends on…
Read MoreThe Confidence Gap
Dana Wright and Jacob Hall discuss the widening gap between Americans’ dreams for retirement and the reality they face, fueled by persistent inflation, debt, and anxiety about Social Security and…
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