Chaesare Gray
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...
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Autore
Chaesare Gray
Categoria
Sito del podcast
Ultimo episodio
26 set 2026
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Episodi
Money Challenges in Retirement - June 14, 2025 16.06.2025 54:01
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Four Questions in Retirement - June 7, 2025 09.06.2025 54:01
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Financial Habits to Break - May 17, 2025 19.05.2025 53:30
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Retirement Planning for Women - May 10, 2025 12.05.2025 54:01
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Headlines & Market Volatility - April 26, 2025 28.04.2025 53:31
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Retirement Checklist - April 19, 2025 21.04.2025 53:28
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Behavioral Finance (ft Guest Judy Halstead)- March 5, 2025 07.04.2025 53:00
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Risks in retirement - March 29, 2025 31.03.2025 53:00
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Creating a Lasting Legacy - March 22, 2025 24.03.2025 54:01
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Financial Habits to Break - March 15, 2025 17.03.2025 53:30
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor re...
Three Risks - March 8, 2025 17.03.2025 53:30
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...
Risk in Retirement - March 1, 2025 03.03.2025 52:30
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...
Guest: Amanda Bradshaw Burks on Agriculture - February 22, 2025 24.02.2025 53:31
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...
Risk in Retirement February - 15, 2025 17.02.2025 53:31
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...
Guest Linda Sanders & Think Fast! - February, 8 2025 14.02.2025 53:30
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...
Women in Retirement - February 1, 2025 03.02.2025 54:00
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...
Financial Habits to Break - January 11, 2025 13.01.2025 53:30
Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...
Refining Retirement - June 8, 2024 04.01.2025 53:01
Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...
Refining Retirement June 22, 2024 31.12.2024 54:00
Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...
Refining Retirement July 6, 2024 31.12.2024 53:00
Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...
Refining Retirement July 27, 2024 31.12.2024 52:30
Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...
Refining Retirement August 10, 2024 31.12.2024 53:00
Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...
Refining Retirement August 17, 2024 31.12.2024 53:01
Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...
Refining Retirement August 31, 2024 31.12.2024 53:05
Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...
Refining Retirement September 7, 2024 31.12.2024 53:00
Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...
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