Legacy Planning

No matter your style—detail-oriented planner or spontaneous doer—Brad Ford and team explain how to customize a retirement strategy for your personality type. They share stories and tips for bridging gaps…

Brad and Dana invite listeners to consider the legacy their money and possessions will create. By imagining your “museum of money,” the episode explores how your financial choices and personal…

Brad Ford and Dana highlight that retirement is about more than just efficiency and money—it’s about living a meaningful life. They share personal stories about balancing work, family, and purposeful…

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…

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…

Brad reflects on lessons learned from meeting with advisors around the nation, emphasizing that estate and legacy planning come after all other retirement elements are handled. The show covers why…

Dana and Brad discuss Medicare with Healthcare agent, Christie Adcock, of Senior Connection.

Dana and Brad discuss long-term care planning and the importance of being ready before it’s too late.