Bright Wealth Management with Matt Dages

What does the market volatility mean if you are in the retirement "Danger Zone?" Matt and Rebecca examine how market volatility impacts individuals nearing or in retirement. They also discuss how BWM can assist with Medicare and Medicaid open enrollment questions, as well as the importance of guaranteed lifetime income and an estate plan in your retirement.  You can hear the show on KTAR 92.3 on S...

How should you handle an inherited IRA? Matt and Rebecca discuss what you should do with an inherited IRA. They also discuss withdrawal strategies, what to do with required minimum distributions, and why year-end check-ins are so important.  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 can inflation do to your retirement portfolio? Matt and Rebecca discuss how inflation can cut into your retirement income. They also discuss the differences in the importance of an estate plan, as well as the fear of running out of money in 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.  Ge...

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 Do you need an estate plan? Find out if one would make sense for you.   brightlegacyquiz.com

Is it important to look at what your tax bill will be in retirement? Matt and Rebecca discuss why it is important to be proactive with your retirement tax plan. They also discuss the differences between a will, a trust, and an estate plan, as well as whether the Big Beautiful Bill makes Roth conversions a least desirable option.  You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sunday...

Are you one of the record number of Americans preparing to retire this year? Matt and Rebecca discuss steps you should be taking as you prepare to retire. They also discuss the importance of rolling over those 401 (k) accounts, and Matt sits down with American Hero, Travis Mills.  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...

Should you have an estate plan? Matt and Rebecca discuss why you should consider an estate plan. They also discuss the 100 minus your age rule, the three fears on the horizon, and the importance of guaranteed income in 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...

How do you decide when it is time to retire? Matt and Rebecca discuss how to know if you are ready to retire. They also discuss how Baby Boomers' and Gen X's planning is different and the importance of an emergency fund in 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. 

How can we eliminate the guesswork from retirement planning? Matt and Rebecca discuss the importance of a retirement plan. They also discuss when to review your estate plan and ways to mitigate risk in your portfolio.  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. 

How does a trust differ from an estate plan? Matt and Rebecca discuss how trusts and estate plans work together. They also discuss whether the stock market is nearing a cliff and the fact that 1 in 4 Americans are holding off on retirement due to the economy.  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 does the "One Big Beautiful Bill" mean for your retirement? Matt and Rebecca discuss what parts of the legislation affect your retirement. They also discuss the importance of an estate plan, why planning 5-10 years before retirement is crucial, and how to prepare for income when paychecks stop.  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 S...

How do we pivot from saving to income mode in retirement? Matt and Rebecca discuss flipping that switch to spend mode in retirement. They also discuss whether crypto is right for a retirement portfolio and the importance 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. and Sundays at noon. 

Should I include Social Security in my retirement planning? Matt and Rebecca discuss what the new Social Security insolvency date means for you. They also discuss your future tax bill, the importance of estate planning, and common myths about 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. 

How do we make the most of our retirement savings? Matt and Rebecca discuss how to ensure your savings last through retirement. They also discuss how to transition from a savings to a spending mode, and the biggest stealth costs during 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. 

Should we be prepping for a recession? Matt and Rebecca discuss ways to help recession-proof your portfolio. They also discuss what is considered "conservative" in investing now, the importance of having a succession plan, and why people are claiming Social Security benefits early. 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....