Bright Wealth Management with Matt Dages

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...

Why now is the time to look at your Required Minimum Distributions? Matt and Rebecca discuss why it is important to look at RMDs before you start taking them. Plus, planning your income in retirement, and is it time to cash out the record gains from the market? 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. ...

What is MAGI, and why is it the key to retirement planning? Matt and Rebecca talk about why MAGI is the key to understanding your taxes in retirement. Plus, they talk about Estate Planning and the importance of planning for long-term care.  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 w...

How do you keep your retirement New Year's resolution on track? Matt and Rebecca talk about important changes for 2026, and ways to keep your retirement on track.  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 bright...

Can there me too much safety in your retirement plan? Matt and Rebecca talk about why too much safety could be costing you. They also discuss retiring as a snowbird, why you should work with your retirement planner on Medicare, and the importance of a 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 no...

Is it important to look at Medicare with your retirement planner? Matt and Rebecca discuss ways to maximize your retirement income. They also talk about why you should work with your retirement planner on Medicare, preparing for 2026, and changes in 401(k)s.  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.  G...

Is your portfolio too heavy in Nvidia stocks? Matt and Rebecca discuss why it is important to make sure you have a balanced portfolio. They also covered why we might need a bear market, the connection to sports betting and market gambles, and why an estate plan might be right for you.  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...

Where will you get your "Paycheck" during retirement? Matt and Rebecca discuss the importance of planning your retirement income. They also talk about planning myths and whether you should wait until age 70 to start Social Security.  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 you...

Is the new COLA enough for your retirement? Matt and Rebecca discuss the difference between a fiduciary and suitability standard. They also talk about this year's Social Security COLA and why you need an 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...

How does AI fit into your retirement plan? Matt and Rebecca discuss how a simplified approach might be your best bet. They also talk about Americans living longer, Estate planning, and how does AI fits into your retirement 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. and Sundays at noon.  Get an estimate on what you...