Estate Planning

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…

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…

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…

Brad Ford encourages listeners to think beyond simple asset accumulation, advocating for planning that makes inheritance and end-of-life wishes clear and easy for heirs. Using stories about trust and beneficiary…

Guest experts from the funeral industry join Brad Ford to explore the necessity of planning for end-of-life arrangements. They discuss how proactive planning, including pre-arrangements and clear communication, relieves emotional…

Dana and Brad are joined by Jordan Duncan and Rachel Smith of Boone Funeral Home to discuss end-of-life planning.

Dana and Brad discuss getting your affairs in order.

Dana and Brad discuss the importance of having an estate plan.

Dana and Brad discuss the importance of a mid-year check-up for your retirement plan as well retirement planning tips.