Retirement Freedom: Avoiding Costly Mistakes

5 set 2026 · 28 min. 1 sec.
Retirement Freedom: Avoiding Costly Mistakes
Descrizione

“What’s lurking beneath your financial foundation?” Many retirees are blindsided by tax surprises, risky portfolios, and estate headaches—flaws often invisible until it’s too late. In this solo episode, Brad Ford...

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“What’s lurking beneath your financial foundation?” Many retirees are blindsided by tax surprises, risky portfolios, and estate headaches—flaws often invisible until it’s too late. In this solo episode, Brad Ford invites listeners into his office for a candid look at ‘Living the Dream’ visits, where the smallest mistake can snowball into big problems. Discover real-life stories, overlooked pitfalls, and why simple planning steps now might save your legacy for years to come—without giving away the ending.

To setup a meeting go to https://vineyardfinancial.com/schedule-a-meeting/ or if you would like to get a copy of Brad Fords book go to https://vineyardfinancial.com/books-and-guides/

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 regarding your situation.
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Autore Chaesare Gray
Organizzazione AE Media
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