Skip to content
vineyard-logo-white
  • Financial Services
    • Retirement Income Planning
    • Investment & Wealth Management
    • Estate & Protection Strategies
    • Long-Term Care
    • Major Life Events
    • Pre-Retirement Planning
    • High Net Worth
  • About Us
    • Our Story
    • Meet the Team
    • FAQs
    • Referral Club
  • Events
  • Client Login
  • Resources
    • Blog
    • Radio
    • TV
    • Podcast
    • Books & Guides
  • Contact Us
    • Schedule a Meeting
    • Ask a Question
×
  • Financial Services
    • Retirement Income Planning
    • Investment & Wealth Management
    • Estate & Protection Strategies
    • Long-Term Care
    • Major Life Events
    • Pre-Retirement Planning
    • High Net Worth
  • About Us
    • Our Story
    • Meet the Team
    • FAQs
    • Referral Club
  • Events
  • Client Login
  • Resources
    • Blog
    • Radio
    • TV
    • Podcast
    • Books & Guides
  • Contact Us
    • Schedule a Meeting
    • Ask a Question

or call us at
812.474.6200

podcasts – home tab

Retirement Planning Strategies

By chaesare | April 21, 2023 | 0

Dana and Brad discuss how to avoid being overwhelmed by taxes as well as how meeting with a retirement planner can benefit you.

Read More
« Newer Posts

Recent Posts

  • Weekly Market Insights | 3/1/26-3/7/26
  • Weekly Market Insights | 2/22/26-2/28/26
  • Weekly Market Insights | 2/15/26-2/21/26
  • Weekly Market Insights | 2/8/26-2/14/26
  • Weekly Market Insights | 2/1/26-2/7/26

Recent Comments

    Archives

    • March 2026
    • February 2026
    • January 2026
    • December 2025
    • November 2025
    • October 2025
    • September 2025
    • August 2025
    • July 2025
    • June 2025
    • May 2025
    • April 2025
    • March 2025
    • February 2025
    • January 2025
    • December 2024
    • November 2024
    • October 2024
    • September 2024
    • August 2024
    • July 2024
    • June 2023
    • May 2023
    • April 2023

    Categories

    • Blog
    • Estate Planning
    • Income Planning
    • Investments
    • Legacy Planning
    • podcasts – home tab
    • Taxes
    • Uncategorized

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org
    vineyard
    • Financial Services
      • Retirement Income Planning
      • Investment & Wealth Management
      • Estate & Protection Strategies
      • Long-Term Care
      • Major Life Events
      • Pre-Retirement Planning
      • High Net Worth
    • About Us
      • Our Story
      • Meet the Team
      • FAQs
      • Referral Club
    • Events
    • Client Login
    • Resources
      • Blog
      • Radio
      • TV
      • Podcast
      • Books & Guides
    • Contact Us
      • Schedule a Meeting
      • Ask a Question

    Contact Us

    Phone: 812.474.6200
    Email: [email protected]

    Main Office

    20 NW 3rd Street, Suite 300
    Evansville, IN 47708
    Get Directions

    Office of Convenience

    10475 Crosspoint Blvd Suite 250
    Indianapolis, IN 46256
    Get Directions

    Check Us Out

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.

    Licensed to sell securities in the following states: FL, IL, IN, KY, NC, OH, TN & TX.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

    Privacy Policy | Terms of Use | Sitemap | Form CRS and Other Disclosures

    Vineyard Financial Inc., Retirement Planning Services, Evansville, IN
    facebook-icon-black
    linkedin-icon-black
    yt-black
    Vineyard Financial Inc., Retirement Planning Services, Evansville, IN
    facebook-icon-black
    linkedin-icon-black
    yt-black
    Best Financial services in Evansville
    Best Financial services in Evansville
    Best Financial services in Evansville

    *The Three Best Rated logo contained herein is the property of their respective owners and no endorsement by those owners of Vineyard Financial is stated or implied. Three Best Rated has set criteria for their nominations and eligibility requirements.

    Call Now Button