Bright Wealth Management with Matt Dages

Why is Medicare an important part of your financial plan? Matt and Mike discuss Medicare's role in your retirement plan. Plus, they cover why moving to all cash may not be the best idea, the importance of planning WHAT you will do in retirement, and why you shouldn't be afraid to spend.  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2...

Are you prepared to crowd surf in your nineties? Matt and Mike discuss how to plan for lifetime income to have fun in your nineties. Plus, what happens when you need more money in retirement, pitfalls to avoid when moving a 401 (k) or IRA, and why you should double-check your AI. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. an...

It's end-of-year review time! Matt and Mike discuss why you should review your portfolio and Medicare options, and what adjustments might make sense.  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.  Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com D...

Is there a best time to buy stocks?  Matt and Mike discuss the dangers of market speculation. They also talk about perceived value, why an estate plan is for everyone, and whether oversimplifying your life is right for retirement.  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.  Get an estimate on what your...

Is there a way to maximize your retirement savings before you retire?  Matt and Mike discuss how to maximize savings in the 5 years before retirement. They also talk about what to do with a cash windfall, how estate planners and financial advisors work together, and that being ready for retirement isn't just about having enough money.  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and...

How does the 40 trillion debt change your retirement plan?  Matt and Mike look at how the National Debt should work into your retirement planning. They also discuss retirement taxes, what to consider before getting into the Gold Rush, and why the five years before retirement are a critical planning time.  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI...

How much AI should I be using in my retirement planning?  Matt and Mike discuss AI in the retirement planning process. They also talk about rolling over your 401(k) and other qualified plans, what "essential spending" is, and why people's confidence in retirement is low. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays...

Is retirement as easy as growing your 410k as high as possible?  Matt and Mike explain why a robust 401(k) is only one step in the retirement process. They also discuss pension management, whether the 60/40 strategy is still relevant, and how to make the most of your nest egg. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and S...

Will Medicare be enough for your Long-Term medical needs?  Matt and Mike discuss whether Medicare can cover all of your health needs through your retirement. They also discuss how needing to work vs wanting to work can change your retirement, plus whether there are scenarios you can invest aggressively in retirement.  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m.,...

Should the news cycle be influencing your portfolio?  Matt and Mike look at if ignoring the hype is best for your retirement. They also discuss knowing if it is the right time to retire, what the bucket strategy is, and why annuities aren't a four-letter word. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. ...

Are you overestimating what you need to retire?  Matt and Mike look at how many people are overestimating what they need to retire. They also discuss dipping into your nest egg to give to heirs and charity while alive, the key ages in retirement, and the basics of estate planning. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. a...

What does a strong first half of the year in the market mean for your portfolio?  Matt and Mike discuss how the big first half of the year might change some strategies for your portfolio. They also talk about lessons we can learn from Bobby Bonilla Day, planning for longevity, and why waiting for Congress to make changes is not a retirement plan. You can hear the show on KTAR 92.3 on Saturdays at...

How is a World Cup team desgined like your retirement portfolio?  Matt and Mike dicusess how a World Cup team and your retierement plan are connected. They also talk about how much cash should be in your portfolio, the sneaky Medicare rule costing you more money and when should you look at rebalancing? You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on...

Can your portfolio be too heavy in tech stocks?  Matt and Mike talk about why too much tech may be a bad thing. Why timing a ROTH conversion is so important, and how your financial planner works with your Estate Plan. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.  Get an estimate on what your taxes will loo...

Does your portfolio need SpaceX, Anthropic, or OpenAI on IPO day?  Matt and Mike talk about why the IPO craze might not be right for your retirement. They also talk about the fear of running out of money, if Meme stocks should be in your mix, and retirement's silent killer, Inflation?  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p...

Are you part of the Great Wealth Transfer?  Matt and Mike talk about the great wealth transfer. Plus, is crypto right for your portfolio? Why holding too much cash is a bad thing, and how much money are you costing your heirs?  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.  Get an estimate on what your taxe...

Is the Trump 401 (K) right for you?  Matt and Rebecca discuss the Trump 401 (k). Plus, are dividend stocks your best source of income, and are there any truths to some retirement myths?  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.  Get an estimate on what your taxes will look like in retirement with our t...

What if you are retiring with no heirs?  Matt and Rebecca discuss planning a retirement with no spouse or children.  Plus, why Matt has a team that can talk Medicare with you, and how retirement has changed in the last 20 years.  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.  Get an estimate on what your ta...

How AI might be affecting your retirement.  Matt and Rebecca talk about how AI can affect your retirement, both inside and outside your portfolio.  Plus, what is an orphaned 401 (k), and do you need $1.5 million to retire? You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.  Get an estimate on what your taxes wil...

Is private credit right for your portfolio? Matt and Rebecca talk about the pros and cons of private credit in your retirement portfolio.  Plus, why Social Security remains an important piece to your retirement, how planning for healthcare costs now can save in the long run, and if lifetime income is too good to be true. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p....

Is it too late to make tax moves this year? Matt and Rebecca discuss what tax moves can still be made, and what you should be doing to prepare for next year.  Plus, the importance of rebalancing, whether we're heading toward stagflation, and whether you should follow a CEO's stock moves. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2...

How could global unrest affect your portfolio? Matt and Rebecca discuss how Iran and other global events could affect your retirement.  Plus, what happens when you are better off for retirement than you think, and the importance of an emergency fund. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.  Get an est...

Why is it vital to not only look at taxes for this year? Matt and Rebecca explain why future tax planning is vital for your retirement. Plus, how to maximize your retirement savings, why it's important to avoid Medicare premium surcharges (IRMAA), and when Life Insurance and Annuities are the right fit. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI o...

Are you prepared for this and future tax seasons? Matt and Rebecca discuss steps you can take to help maximize your tax savings. Plus, how to tell if your portfolio is off or if it is a market dip, what to look out for when planning your health care in retirement, and should you trust that social media "expert"? You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 5...