• The Best of Refining Retirement

  • Auteur(s): Brad Ford
  • Podcast

The Best of Refining Retirement

Auteur(s): Brad Ford
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  • Résumé

  • 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
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Économie
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Épisodes
  • The Best of Refining Retirement Podcast - Upcoming Expenses

    The Best of Refining Retirement Podcast - Upcoming Expenses
    Feb 17 2025
    Dana and Brad discuss the current real estate market as well as the importance of tax diversification. Takeaways:

    • A house is only worth what someone in the market is willing to pay for it.


    • When the 2017 Tax Cut Act sunsets at the end of 2025 taxes will revert to their previous rates.


    • With the prospect of taxes raising in the future, tax diversification is even more important to your retirement plan.


    • Download our FREE helpful resource, “Are You Paying Too Much in Taxes in Retirement?”


    Our firm does not offer tax or legal advice. Contact your tax or legal advisor regarding your situation. 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.
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    25 min
  • The Best of Refining Retirement - Living a Long Life

    The Best of Refining Retirement - Living a Long Life
    Feb 17 2025
    Dana and Brad discuss how longer life expectancy affects retirement plans.

    Takeaways:


    • If you are 65 and married there’s about an 80% chance one of you will live to your nineties.



    • You must earn at least 40 credits to be eligible for Social Security.


    • Download our FREE helpful resource, “Will Your Money Last as Long as You Do?”


    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.
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    26 min
  • The Best of Refining Retirement Podcast - Preparation For Your Loved Ones

    The Best of Refining Retirement Podcast - Preparation For Your Loved Ones
    Jan 27 2025
    Dana and Brad discuss the intricacies of estate planning as well as the cost of moving to a retirement community.

    Takeaways:


    • Without a will, half of your assets go to your surviving spouse, while the other half is divided among your children.



    • 62% of millennials don’t have a will in place.



    • The average cost of homeowner’s insurance in Florida is 37% higher than the national average.



    • Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan”.
    Our firm does not offer tax or legal advice. Contact your tax or legal advisor regarding your situation. 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.
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    26 min

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