エピソード

  • 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.
    続きを読む 一部表示
    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.
    続きを読む 一部表示
    25 分
  • The Best of Refining Retirement Podcast - Minimizing Expenses

    The Best of Refining Retirement Podcast - Minimizing Expenses
    2025/02/25
    Dana and Brad discuss insurance expenses in retirement as well as ways a retirement planner can help you.

    Takeaways:
    • If you want to retire early, building a retirement plan can potentially help you save on insurance costs until you can get on Medicare.

    • A retirement planner can help you optimize your Social Security, Taxes, and so much more.

    • Download our FREE helpful resource, “The Value of an Objective Opinion”

    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 - Faulty Preparation

    The Best of Refining Retirement Podcast - Faulty Preparation
    2025/02/25
    Dana and Brad discuss how to protect yourself from investment institution mistakes as well as preparing your children financially.

    Takeaways:

    • Financial institutions can make mistakes; it’s important to keep track of your financial accounts to hold them accountable.

    • Only 22% of parents are confident they can teach their children the basics of investing.

    • Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes With an Estate Plan”

    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 - Managing Your Expenses

    The Best of Refining Retirement Podcast - Managing Your Expenses
    2025/02/25
    Dana and Brad discuss maintaining your standard of living in retirement

    Takeaways:

    • It’s important to update your retirement plan yearly to account for changes in your life.


    • Download our FREE helpful resource, “Will Your Money Last as Long as You Do in 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.
    続きを読む 一部表示
    14 分
  • The Best of Refining Retirement Podcast - The Election: How It Affects You

    The Best of Refining Retirement Podcast - The Election: How It Affects You
    2025/02/25
    Dana and Brad discuss how the election can affect retirement plans.

    Takeaways:


    • Historically elections have less of an effect on the market than the economy.



    • The market has done good, and bad, under both political parties.


    • Download our FREE helpful resource, “The Value of an Objective Opinion”


    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
    14 分
  • The Best of Refining Retirement Podcast - Listener Thoughts

    The Best of Refining Retirement Podcast - Listener Thoughts
    2025/02/24
    Dana and Brad welcome guest Randy Kemp, a long-time radio show listener, to discuss his thoughts on retirement.

    Takeaways:

    • The number one cost in your lifetime will be retirement.




    • Don’t be afraid to spend when retired. You saved that money to live, not just survive.



    • Download our FREE helpful resource, “Your Retirement Income Planning Checklist”


    There is no compensation exchanged between Randy Kemp and Vineyard Financial. Randy Kemp, Vineyard Financial, and MAS are not affiliated entities. 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
    27 分