Archive for September 2026
Inheritance Insights
Brad shares unique inheritance stories—including a hearse detouring for a last cheeseburger—and uses them to highlight the meaning of real legacy planning. Listeners are reminded that a thorough estate plan…
Read MoreCracks in the Foundation
Brad and Dana reflect on how easily cracks can develop in even the best retirement plans—whether from unexpected political changes, inflation, or just getting out of “routine” after the holidays.…
Read MoreBreaking the Saving Habit
Brad shares his approach to transitioning from a full-time schedule to a more purposeful, flexible retirement. He highlights the importance of planning for travel and experiences, being intentional with both…
Read MoreBreaking Bad Financial Habits
Brad Ford explores the pitfalls of poor financial habits in retirement planning, focusing on the importance of laser focus, time management, and the value of a written plan. The episode…
Read MoreBeyond the Nest Egg
Brad and Dana tackle issues families face when transferring wealth—highlighting the dangers of unwritten promises, the need for updated estate documents, and practical steps to prevent disputes. Real-life client stories…
Read MoreFour Questions About Retirement and More
Brad provides clear, straightforward answers to the most common retirement concerns—including taxes, Social Security, creating your own pension, and the risks that threaten retirement security. The episode features real listener…
Read MoreRetirement Under the Microscope
Brad Ford and team compare the transition from saving for retirement to spending in retirement to climbing and descending a mountain. The discussion highlights the shift from accumulation to withdrawal,…
Read MorePreserving & Growing Your Retirement Assets
Brad Ford and co-hosts discuss strategies to preserve and build assets in retirement, emphasizing the importance of ongoing tax planning, documentation, and clear communication with heirs. The show addresses the…
Read MoreThe Power of Financial Planning
Brad Ford shares a personal health scare that underscores the unpredictable nature of life and the importance of proactive planning. The show weaves in reminders about not just financial strategies…
Read MoreWeekly Market Insights | 8/23/26-8/29/26
Weekly Market Commentary THE WEEK IN REVIEW: August 23, 2026 – August 29, 2026 Markets are going to market After hitting new records, the markets have been moving sideways to…
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