Bright Wealth Management with Matt Dages

Scottsdale is the number one destination for retirees. This week, Matt and Rebecca discuss what makes Arizona a great place for retirement. They also discuss retiring before the traditional retirement age and why it can make sense to stay in a volatile 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. 

Are we headed to or in a bear market? Matt and Rebecca discuss how your retirement plans may be affected by a bear market. They also discuss why retirement planning at your bank may not be your best option. 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 stagflation? Matt and Rebecca discuss stagflation and how it could affect your retirement plans. They also discuss whether now is the right time for a ROTH conversation, what IRMMA is, and whether there is a right age 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. 

Is it time to de-risk your portfolio? Matt and Rebecca discuss what the volatile economy means for your retirement plans. They also discuss RMDs, what the ever-changing news cycle means for regular Joes, and the importance of balancing fixed and variable investments. 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...

How do tariffs affect your retirement plan? Matt and Rebecca discuss how tariffs may change your nest egg plans. Plus, pitfalls to avoid with ROTH IRAs and how to know what to send in your 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. 

Are we headed toward a Recession? Matt and Rebecca discuss making the market dtops work for you. Plus, is Social Security going away, and what is the 80% rule?.  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 much monthly income will you need in retirement? Matt and Rebecca discuss determining what you will need each month in retirement. Plus, how confident are you that you are ready to retire? Travis Mills joins Matt in the studio to talk about the Travis Mills Foundation. Get more info on the foundation at https://travismillsfoundation.org/ You can hear the show on KTAR 92.3 on Saturdays at 1 p.m...

What are the risks of not having a retirement plan? Matt and Rebecca discuss why a plan for your retirement is so important. Plus, what do hot bonds mean for you? They look at important dates in your retirement and the best times to do a ROTH conversation. 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 could the potential changes in the economy mean for your retirement? Matt and Rebecca discuss how the new administration changes could impact your portfolio. Plus, is the 4% rule still enough, what is the bucket strategy, and what retirement expenses might you forget in your planning? You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and 550 KFYI on Saturdays at 2...

How much risk should be in your portfolio as you start retirement? Matt and Rebecca talk about how the recent market reminds us markets also go down and when to play it safe. Plus, they talk about making life easier for your beneficiaries, bridging your Social Security payments, and if 2025 might be the year for you to retire. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3...

Will your retirement portfolio be affected by the new executive orders? Matt and Rebecca talk about how the new administration plans might look on your retirement. Plus, they look at the Roth five-year rule, sticky inflation, and whether crypto has a place in your retirement plans. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and...

What does the rising bond market mean for your retirement portfolio? Matt and Rebecca look at how the changes in the bond market could affect your retirement. They also examine how real estate and gold might fit into your retirement strategy. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

What might 2025 bring to your retirement plan? Matt and Rebecca look at changes this year that could affect your retirement. They also dive into IRMAA and Health Saving Accounts. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

Can you protect your retirement plan from market volatility? Matt and Rebecca also discuss The pros and cons of annuities. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

What new trends should we be watching for in our retirement planning? Matt and Rebecca also discuss inheriting an IRA and Life insurance vs. annuities. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

The election is over, so what does that mean for your retirement plan? Matt and Rebecca also discussed how to protect your nest egg from market dips and if you are in a lousy 401K. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.