The Best of Refining Retirement

Dana and Brad discuss retirement fears as well as retirement help for women.Takeaways:According to Alliance Life, most Americans are more scared of going broke in retirement than they are of death.The overall poverty rate for women slightly exceeds the rate for men. Download our FREE helpful resource, “Will Your Money Last as Long as You Do?”

Dana and Brad discuss maximizing your Social Security within your retirement plan.Takeaways:Taking Social Security at the wrong time could cost you thousands of dollars in the long run.If you haven’t tested your retirement plan with customized software, it’s difficult to know if you are making the correct decisions.Download our FREE helpful resource, “The Social Security Decisions”

Dana and Brad discuss how you can build a plan to work towards a successful retirement.Takeaways:The Affordable Care Act can help with subsidizing healthcare if you are thinking about retiring early.It’s never too early to start planning for retirement. Reach out for help if you have questions.Download our FREE helpful resource, “Will Your Money Last as Long as You Do”

Dana and Brad discuss financial secrets as well as poor financial habits you may have.Takeaways:A study found 2/5 people kept a financial secret from their significant other.Don’t try to do everything all at once by yourself. Retirement planning can be overwhelming and it can alleviate that pain to reach out to someone. Download our FREE helpful resource, “The Value of an Objective Opinion”

Dana and Brad discuss the ins and outs of Social Security and the different ways you can withdrawalTakeaways:Social Security accounts for a third of the average household income for those that are retirement age and making a mistake could cost you thousands of dollars.Family medical history can be an overlooked part of building a retirement plan. Trends can help you make better decisions. Download our FREE helpful resource, “The Social Security Decisions”

Dana and Brad discuss retirement bucket lists, as well as inflation and the impact of rising costs.Takeaways:Text the word “book” to 812-473-7700 for a free copy of “Solving the Retirement Mystery.”You have go-go years, slow-go years, and no-go years. It’s important to know how much you can comfortably spend on everything you want to do before it is too late.With prices rising, the latest Social Security Cost of Living Adjustment is 2.5%. Download our FREE helpful resource, “The Social Security Decisions”

Dana and Brad discuss long-term care planning and the importance of being ready before it’s too late.Takeaways:Assisted living can be a major expense in retirement. You should plan for the worst, and hope for the best.It’s important to have a plan in place so you are better protected during times of hardship.Download our FREE helpful resource, “Will Your Money Last as Long as You Do?”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.

Dana and Brad are joined by insurance professional, Josh Paulson of Paulson Insurance, to discuss different coverage types and how to stay protected.Takeaways:Inflation has impacted many insurance companies. You should be checking your policies to make sure no changes have been made.Certain collectibles may not be covered by your insurance and may require a separate appraisal and additional coverage.Download our FREE helpful resource, “Inflation and Your Retirement” 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.