HeyJaredRefining Retirement
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…
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 19, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
Navigating Retirement’s Unlikely Challenges (opens the original)
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Why do parents feel more confident about retirement than those without kids—despite all those extra expenses? Discover surprising research, personal stories, and tough-but-necessary conversations that shape retirement planning. With humor and honesty, Brad and Dana reveal the invisible pressures, unexpected setbacks, and moments that can quickly redefine your future. What’s the missing link in feeling secure about your golden years? To setup a meeting go to https://vineyardfinancial.com/schedule
Money Mindset Shifts for Retirement Freedom (opens the original)
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"What makes it so hard to spend what you've spent a lifetime saving?" This episode explores the complex emotions behind shifting from saver to spender in retirement, even for the wealthiest households. From the universal fear of running out, to hidden tax traps and family gifting dilemmas, Brad’s team unpacks the mindset challenges and careful strategies that shape a fulfilled and lasting retirement. Discover why a plan is more essential than a dollar amount—and what surprises might await withou
Retirement Freedom: Avoiding Costly Mistakes (opens the original)
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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 th
Retirement Made Simple (opens the original)
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Are you and your partner on the same page about risk and retirement? Brad Ford shares stories about couples with different approaches, guiding listeners through building a personalized plan—even when perspectives clash. Discover how “crash tests,” careful analysis, and open conversations help ensure your financial house is strong for the future. Whether you’re hands-on or prefer to leave the details to someone else, Brad’s practical advice simplifies the process to bring peace of mind and confid
Museum of Your Money (opens the original)
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Are you making financial choices without seeing all the threads they pull? Dive into the complex web of retirement planning with Brad Ford, where a simple decision—like buying a car or planning a trip—can ripple across your entire financial future. Through stories, candid advice, and interactive Q&A, Brad unpacks how everyday actions affect everything from tax brackets to healthcare costs and retirement income. Explore the “go-go, slow-go, and no-go” years, discover practical ways to enjoy commu
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