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The Best of Refining Retirement

The Best of Refining Retirement

Di: Brad Ford
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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 only. It 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. Vineyard Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Vineyard Financial. This Radio Show is a paid placement.”Copyright Chaesare Gray Economia
Episodi
  • The Best of Refining Retirement Podcast - Tax Changes

    The Best of Refining Retirement Podcast - Tax Changes
    Dec 17 2025
    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”
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    26 min
  • The Best of Refining Retirement Podcast - Being Diligent and Disciplined

    The Best of Refining Retirement Podcast - Being Diligent and Disciplined
    Dec 17 2025
    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?”
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    26 min
  • The Best of Refining Retirement Podcast - Addressing Funeral Concerns

    The Best of Refining Retirement Podcast - Addressing Funeral Concerns
    Dec 17 2025
    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”
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    27 min
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