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The Best of Refining Retirement: Daily Summaries Delivered
by Brad Ford
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Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Dec 17, 202526 min
The Best of Refining Retirement Podcast - Tax Changes
Dana and Brad discuss recent tax code changes as well as designing your fiscal house.Takeaways:Depending on where you live in the U.S. life expectancy can vary up to 8 years.100 minus your age is a good rule of thumb for how much you should have at risk In the market. Download our FREE helpful resource, “The Value of an Objective Opinion”
- Dec 17, 202526 min
The Best of Refining Retirement Podcast - Being Diligent and Disciplined
Dana and Brad discuss being in the position of gaining a large sum of money.Takeaways:Between 70-80% of people squander away their inheritance within the first 6 months.When politics get volatile, markets tend to follow suit. The market tends to react poorly to political uncertainty.Download our FREE helpful resource, “Are You Paying Too Much in Taxes in Retirement?”
- Dec 17, 202526 min
The Best of Refining Retirement Podcast - Addressing Funeral Concerns
Dana and Brad are joined by Jordan Duncan and Rachel Smith of Boone Funeral Home to discuss end-of-life planning.Takeaways:Pre-planning helps take some of the emotion out of funeral planning, helping save money and take the burden off your loved ones.There are 125 different items that need to be addressed within the 48-72 hours around a funeral. Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan”
- Dec 17, 202526 min
The Best of Refining Retirement Podcast - Medicare Confusion
Dana and Brad discuss Medicare with Healthcare agent, Christie Adcock, of Senior Connection.Takeaways:A common misconception is that you have to sign up for Medicare when you turn 65. If you are still working, it’s not required.If you have questions about Medicare, give us a call and we can connect you with Christie to help address your needs.Download our FREE helpful resource, “The Value of an Objective Opinion”
- Dec 17, 202525 min
The Best of Refining Retirement Podcast - 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.Takeaways:It’s a difficult discussion, but having your will updated ensures your assets are distributed according to your exact wishes.Inflation is a silent “stealth tax.” You won’t always see it, but your wallet will feel it. Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan”
- Dec 17, 202513 min
The Best of Refining Retirement Podcast - A 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.Takeaways:Retirement is a big change psychologically, do you have someone in place to help you from slipping into a funk and becoming listless or depressed. Finding new ways to stay busy is paramount to a healthy retirement.The highest group of divorces at the moment is the 50+ range. Download our FREE helpful resource, “Designing Your Fiscal House to Weather the Elements”
- Dec 17, 202513 min
The Best of Refining Retirement Podcast - Tax Problems with Long-Term Care
Dana and Brad discuss tax implications of moving money from different accounts and how to be prepared to pay for Long-Term Care.Takeaways:There are a multitude of accounts with different tax liabilities. Without the proper knowledge before moving money there could be irreparable tax penalties.- 70% of adults aged 65 and older will need some form of long-term care.Download our FREE helpful resource, “Are You Paying too Much in Taxes in Retirement?”
- Dec 17, 202526 min
The Best of Refining Retirement Podcast - Staying Active in Retirement
Dana and Brad are joined by Melanie Stewart of 517 Fitness Gym to discuss staying healthy in retirement.Takeaways:Motivation comes and goes, block off time to work out and treat that time as an important meeting that you can’t miss. Having a trainer or accountability partner is also incredibly beneficial for those days you don’t want to go.If you aren’t sure where to begin, hiring a trainer can help you build a regimen to keep you from injuring yourself.Download our FREE helpful resource, “The Value of an Objective Opinion”
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About The Best of Refining Retirement
Brad has a long history of helping clients in or nearing retirement create plans designed to accumulate, protect and preserve their wealth. As the leader of his firm, Brad leverages his knowledge and experience to create personalized financial strategies that address the unique needs and challenges that could arise in retirement. For more information go to vineyardfinancial.com 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. Radio Disclosures: “Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes on
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