Chaesare Gray

Refining Retirement

Business EN ↓ 75 episodes

Brad has a long history of helping clients in or nearing retirement create plans designed to accumulate, protect and preserve their wealth. As the leader of his firm, Brad leverages his knowledge and experience to create personalized financial strategies that address the unique needs and challenges that could arise in retirement. For more information go to vineyardfinancial.com Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated...

Author

Chaesare Gray

Category

Business

Podcast website

www.spreaker.com

Latest episode

Jul 11, 2026

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Episodes

Risk in Retirement - March 1, 2025 03.03.2025

 Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...

Guest: Amanda Bradshaw Burks on Agriculture - February 22, 2025 24.02.2025

 Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...

Risk in Retirement February - 15, 2025 17.02.2025

 Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...

Guest Linda Sanders & Think Fast! - February, 8 2025 14.02.2025

 Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...

Women in Retirement - February 1, 2025 03.02.2025

 Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...

Financial Habits to Break - January 11, 2025 13.01.2025

 Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor r...

Refining Retirement - June 8, 2024 04.01.2025

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement June 22, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement July 6, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement July 27, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement August 10, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement August 17, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement August 31, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement September 7, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement September 14, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement October 5, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement October 12, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement October 19, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement November 2, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement November 9, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement November 16, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement November 23, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement December 7, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement December 14, 2024 31.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

Refining Retirement December 28, 2024 28.12.2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you. Takeaways: - Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan. When interest rates decline, stocks that pay dividends often become more attractive because of better yields...

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