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Taking Control
Dana and Brad discuss the things that you can control during a volatile market and how to protect yourself against the things that you can’t.
Read MoreA Mentally Healthy Retirement
Dana and Brad are joined by Brad’s retirement coaches, Christina Gilbert and Matt Purvis, to discuss the transition from working to retirement.
Read MoreFaulty Preparation
Dana and Brad discuss how to protect yourself from investment institution mistakes as well as preparing your children financially.
Read MoreManaging Your Expenses
Dana and Brad discuss maintaining your standard of living in retirement
Read MorePreparation For Your Loved Ones
Dana and Brad discuss the intricacies of estate planning as well as the cost of moving to a retirement community.
Read MoreMoving Preparations
Dana and Brad discuss the expenses of moving as well as potential tax implications.
Read MoreThreats to Your Retirement
Dana and Brad discuss retirement income sources as well as circumstances that may affect them.
Read MoreNavigating a Down Market
Dana and Brad discuss the current state of the market and the importance of diversification.
Read MoreThe Conversation About Debt
Dana and Brad discuss tips to overcome debt in retirement as well as the effects of companies pivoting away from providing pensions.
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