Bright Wealth Management with Matt Dages

The Federal Reserve said they expect a recession this year - what does that mean for us? Matt and Rebecca also talk about the future of “AI” in retirement planning as well as the exciting event coming up in Scottsdale featuring bestselling author Tom Hegna! Listen Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

Tax season is a time all of us have a keen eye on our finances…but what are some ways to keep an eye on things the rest of the year? What does it mean that the Treasury’s annual report said Social Security trust funds will begin to run out of money by 2034…and how lifestyle choices make a big impact on retirement.

Podcast: How to stay calm during something like the Silicon Valley Bank collapse - an event that was a surprise to even the most experienced financial experts. How technology can help you build a retirement house and why you don’t have to put all your eggs in a 401k, IRA or annuity “basket,” but rather balance through diversification.

The Fed just raised rates for the ninth time in the past year…is there any end in sight to the rising interest rates? Matt and Rebecca talk about that as well as why some retirees and investors weren’t worried at all during the SVB bank run and how working after retirement impacts Social Security benefits.

Matt and Rebecca talk about the impact rising interest rates could have on your retirement plans, the Federal Reserve warning about the possibility of a recession, what “longevity literacy” means and why it’s so important.

Matt and Rebecca talk about what to make of the massive news that Silicon Valley Bank failed and how that impacts retirees. This week’s show also touches on the possibility of taking Social Security early and what annuities actually pay. Hear us every Sunday on KKNT 960 The Patriot at 8a 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… Hear us every Sunday on KKNT 960 The Patriot at 8a and KTAR 92.3 at 3p!

Matt and Rebecca talk about how to combat the biggest retirement “enemies,” why annuities are experiencing an unprecedented surge in popularity…and Matt puts on his tweed jacket, plays professor and shares his retirement “syllabus!”

What can we learn from Tom Brady’s second retirement - and how he’s working as a broadcaster now following his football career? What are some of the questions people should be asking themselves about retirement finances? Rebecca and Matt also discuss how buying an annuity has become easier over the years.

How to sort through the “alphabet soup” of IRAs, 401ks and other retirement accounts, what questions advisers should definitely be asking retirees (and is it a red flag if they’re not asking those) and a deep dive into a helpful case study are all part of this great episode.

How mortgage rates impact everyone when it comes to retirement planning, why betting on sports might be fun - but gambling with your retirement sure isn’t and why it’s important to focus on generating an income stream in your golden years.

Matt and Rebecca discuss how to avoid how much you’ll receive in retirement, what some of the other big challenges in retirement are and some of the biggest “dos and don’ts” in an uncertain market fraught with volatility.

What impact will a recession have on your retirement plans? Matt and Rebecca talk about that as well as some smart moves to make in the early part of this (and any) calendar year.

Get your plan back on track after a rough 2022, how the SECURE 2.0 Act impacts retirees, what’s fact and what is fiction when it comes to annuities, how much you’ll need to retire are all topics for Matt and Rebecca this week.

Matt and Rebecca talk about Financial New Year's Resolutions, what probate is and why you want to avoid it (and how Matt can help!), if the "4% rule" is making a comeback and a recession in 2023 on the show this week.