Are you overestimating what you need to retire?  Matt and Mike look at how many people are overestimating what they need to retire. They also discuss dipping into your nest egg to give to heirs and charity while alive, the key ages in retirement, and the basics of estate planning.

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

What does a strong first half of the year in the market mean for your portfolio?  Matt and Mike discuss how the big first half of the year might change some strategies for your portfolio. They also talk about lessons we can learn from Bobby Bonilla Day, planning for longevity, and why waiting for Congress to make changes is not a retirement plan.

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How is a World Cup team desgined like your retirement portfolio?  Matt and Mike dicusess how a World Cup team and your retierement plan are connected. They also talk about how much cash should be in your portfolio, the sneaky Medicare rule costing you more money and when should you look at rebalancing?

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Can your portfolio be too heavy in tech stocks?  Matt and Mike talk about why too much tech may be a bad thing. Why timing a ROTH conversion is so important, and how your financial planner works with your Estate Plan.

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Does your portfolio need SpaceX, Anthropic, or OpenAI on IPO day?  Matt and Mike talk about why the IPO craze might not be right for your retirement. They also talk about the fear of running out of money, if Meme stocks should be in your mix, and retirement's silent killer, Inflation? 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Are you part of the Great Wealth Transfer?  Matt and Mike talk about the great wealth transfer. Plus, is crypto right for your portfolio? Why holding too much cash is a bad thing, and how much money are you costing your heirs? 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Is the Trump 401 (K) right for you?  Matt and Rebecca discuss the Trump 401 (k). Plus, are dividend stocks your best source of income, and are there any truths to some retirement myths? 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

What if you are retiring with no heirs?  Matt and Rebecca discuss planning a retirement with no spouse or children.  Plus, why Matt has a team that can talk Medicare with you, and how retirement has changed in the last 20 years. 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How AI might be affecting your retirement.  Matt and Rebecca talk about how AI can affect your retirement, both inside and outside your portfolio.  Plus, what is an orphaned 401 (k), and do you need $1.5 million to retire?

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Is private credit right for your portfolio? Matt and Rebecca talk about the pros and cons of private credit in your retirement portfolio.  Plus, why Social Security remains an important piece to your retirement, how planning for healthcare costs now can save in the long run, and if lifetime income is too good to be true.

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com