Bright Wealth Management with Matt Dages

What is forced early retirement and how to best deal with it, and Matt is excited to finally share a new retirement product that acts as a safe retirement savings vehicle and can also be used for growing lifetime payments.

How can we plan for retirement if we don’t know how long it will last? Matt and Rebecca also talk about how can taking Social Security early impacts the total amount of benefits you receive over your lifetime… Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

Why is it important to ask and make sure you are working with a fiduciary? Matt and Rebecca discuss that and also the differences between what is talked about on TV all the time and the actual concerns Matt hears about from his clients… Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

Will an increase in retirement age affect your retirement plan? Matt and Rebecca touch on netter options than a 401(k) for retirement savings and what actually can be considered an income source in retirement. Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

Matt talks about some of the biggest retirement regrets he’s heard and shares how he can help. The show also touches on what financial independence is and why it is important in retirement and provides a blueprint on how to get there. This episode wraps up with an update on the latest recession projections.

Why is it important to ask and make sure you are working with a fiduciary? Matt and Rebecca also take a deep dive into one of the chapters in his book (that he offers free to listeners!) and also touch on the differences between what is talked about on TV all the time…

Rebecca and Matt address some of the pros and cons to rolling over your retirement plan when you retire and look at when is a good time to implement the bucket strategy in retirement (and what that is). Finally - they touch on some questions we should be asking ourselves before deciding what age to take Social Security…

Matt and Rebecca talk about how to combat the biggest retirement “enemies,” why annuities are experiencing an unprecedented surge in popularity…and the relationship between inflation and a possible recession.

Should you rely on Social Security as the only source of income during retirement? There are many people who look at retirement as a “finish line” and feel like it’s a time they can put things on cruise control…is that a wise approach? Matt and Rebecca also talk about the benefits of owning annuities within an IRA.

What does the interest rate pause mean to us? What is forced early retirement and how to best deal with it, and Matt is excited to finally share a new retirement product that acts as a safe retirement savings vehicle and can also be used for growing lifetime payments.

Are we really in an historic bull market on the heels of rampant recession and bear market fears? What does it mean to “insure” your retirement and why is it important? Finally, why is sequence of withdrawals so important when building a retirement income plan?

How to avoid overestimating how much they will actually receive in retirement. Why more retirement plans are offering annuities - including some employee plans. Is the 4% rule outdated? Rebecca also asks Matt what KISS means in the introduction of his book “Retirement Solutions For Your Life” that he offers for free to everyone who books a complimentary consultation.

Is the 4% rule outdated? Rebecca also asks Matt for recommendations for those seeking alternative guaranteed income strategies amid recession fears as well as how a pause in interest rate hikes would impact people. This week's show concludes with a discussion about some universal rules that can apply to everyone when planning for retirement.

Matt and Rebecca start off the show with an update on what it means that the Federal Reserve keeps hinting at pumping the brakes on interst rates and how people look at the stock market as an investment option in these volatile times. Later in the show, the topic of younger generations actually being more prepared for retirmeent comes up as well as the difference between risk tolerance and risk ca...

Every week Matt offers free copies of his book “Retirement Solutions For Your Life” to listeners, and today he and Rebecca take a dive into the second chapter, titled; “Step Up And Lock In Your Gains.” There’s also a segment on annuity basics as well as how to win at retirement savings! Listen Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p.

Matt and Rebecca talk about the unforgettable event in Scottsdale where bestselling author Tom Hegna was so generous with his time speaking to listeners at a free seminar. After that, the show gets into what impact a recession could have on your retirement plans as well as what the first steps of building a retirement plan should be as well as when a good time to change your retirement approach is...