• The Best of Refining Retirement

  • 著者： Brad Ford
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The Best of Refining Retirement

著者： 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
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あらすじ・解説

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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  • The Best of Refining Retirement Podcast - Long-Term Planning

    The Best of Refining Retirement Podcast - Long-Term Planning
    2025/03/07
    Dana and Brad discuss long-term care planning and the importance of being ready before it’s too late.

    Takeaways:



    • Assisted living can be a major expense in retirement. You should plan for the worst, and hope for the best.




    • It’s important to have a plan in place so you are better protected during times of hardship.




    • 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.
    続きを読む 一部表示
    26 分
  • The Best of Refining Retirement Podcast - Retiring Before 65

    The Best of Refining Retirement Podcast - Retiring Before 65
    2025/02/25
    Dana and Brad are joined by Vineyard Financial Vice President, Jakub Hall, to discuss the average retirement age and what can affect your plan.

    Takeaways:

    • The median retirement age in the U.S. is 62 with sixty percent of people retiring before they had planned.

    • - Postponing Social Security allows it to compound yearly resulting in a higher monthly benefit.

    • - 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 分
  • The Best of Refining Retirement Podcast - The Ins & Outs of Insurance

    The Best of Refining Retirement Podcast - The Ins & Outs of Insurance
    2025/02/25
    Dana and Brad are joined by insurance professional, Josh Paulson of Paulson Insurance, to discuss different coverage types and how to stay protected.

    Takeaways:

    • Inflation has impacted many insurance companies. You should be checking your policies to make sure no changes have been made.

    • Certain collectibles may not be covered by your insurance and may require a separate appraisal and additional coverage.

    • Download our FREE helpful resource, “Inflation and Your Retirement”

    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 分

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