Bright Wealth Management with Matt Dages

Are you making one of these mistakes in your retirement planning? 11/10/24 06.11.2024 49:33 ↓

Are you making one of these mistakes in your retirement planning? Matt and Rebecca also discuss reducing your taxable income and boosting income through an annuity 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.

How will the election results affect your plan? 11/03/24 03.11.2024 48:06 ↓

How will the election results affect your plan? Matt and Rebecca also discuss investing during a so-so economy and mistakes to avoid in your retirement planning.  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 Social Security mean for your retirement plan - 10/27/24 27.10.2024 49:18 ↓

What might Social Security mean for your retirement plan? Matt and Rebecca also discuss when you should consider rolling over your 401k and where the 2024 election could affect your retirement plan.  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.

Why tax strategies are in important in your retirement plan - 10/20/24 20.10.2024 49:11 ↓

Will the likely tax changes in 2026 affect your retirement? Matt and Rebecca also discuss the importance of being flexible with your retirement plan, and if delaying your retirement could be right for you. 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.

July 14th, 2024 14.07.2024 54:01 ↓

Is an IRA and IOU to the IRS?  Matt and Rebecca also talk about moves to make before interest rates drop, how some people never want to retire and why it is important to do a summer checkup on your retirement plan every year. Hear the show Saturdays at 2p on 550 KFYI and Sundays on KTAR 92.3 at 3p!