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Navigating Retirement’s Unlikely Challenges
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…
Read MoreMoney Mindset Shifts for Retirement Freedom
Dana Wright and Jacob Hall explore the psychological challenges retirees face when shifting from decades of saving to spending down their nest egg. Whether you have $500,000 or $20 million,…
Read MoreCracking the Code: Retirement Risks & Rewards
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…
Read MoreRetirement Made Simple
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,…
Read MoreRetirement Planning for Every Personality
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…
Read MoreCracks in Your Fiscal House
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…
Read MoreThe Missing Piece of Your Retirement Plan
Brad Ford explores the often-overlooked tax implications of retirement withdrawals. Many retirees are surprised to learn their tax bill may stay the same—or even rise—in retirement. The episode walks through…
Read MoreReality of Retirement Spending
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…
Read MoreMuseum of Your Money
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…
Read MoreJuly 11-19 Headlines
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…
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