Income Planning

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…

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…

Brad and Dana outline the “danger zone”: the five years before and after retirement, where smart decisions can drastically impact your financial security. They emphasize tax strategies, investment choices, and…

Brad Ford spotlights the top retirement planning priorities: maximizing Social Security, reducing taxes, insuring assets, and creating a personalized plan. He urges listeners to attend educational events and stresses that…

Brad and his team illustrate the importance of bringing order to financial chaos—addressing procrastination with planning, using real-life family lessons (like managing a vacant house), and the dangers of letting…

Brittany Craney and Gina Adams, joined by the host, discuss the rapid rise of pickleball and its power to bring retirees purpose, community, and a new sense of fun post-career.…

Brad Ford and Dana Wright talk about adapting to economic uncertainty, sharing real stories about adjusting travel and personal plans amidst storms and market volatility. The show provides calm, actionable…

Brad and Dana open with personal stories of procrastination and regret, emphasizing the compounding nature of seemingly small issues—whether in health or long-neglected family property. The episode illustrates that hidden…

The episode explores the dangers of procrastination and neglecting both financial and “everyday” maintenance—like letting a home fall into disrepair. Using real stories, Brad illustrates how putting things off can…

Guest Jacob Hall discusses the Cost of Living Adjustment (COLA) for Social Security, explaining why it often lags behind retirees’ real expenses. The segment covers how COLA is calculated, the…