Income Planning

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…

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,…

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…

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…

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…

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,…

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…

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…

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…