Income Planning

Brad and Dana read and respond to listener questions on annuities, insurance, and retirement strategy. With honesty and humor, they break down complex financial products, explain when certain tools make…

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.…

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…

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…

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…

Brad Ford and Dana Wright highlight real-world money challenges faced by retirees, from ensuring steady income to handling health insurance and taxes. They share anecdotes about how every retiree’s journey…

Dana and Brad discuss retirement fears as well as retirement help for women.

Dana and Brad discuss maximizing your Social Security within your retirement plan.

Dana and Brad discuss safety tips when gardening with Judy Halstead of the Southwestern Indiana Master Gardener Association (SWIMGA).