Can there me too much safety in your retirement plan? Matt and Rebecca talk about why too much safety could be costing you. They also discuss retiring as a snowbird, why you should work with your retirement planner on Medicare, and the importance of a 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

Is it important to look at Medicare with your retirement planner? Matt and Rebecca discuss ways to maximize your retirement income. They also talk about why you should work with your retirement planner on Medicare, preparing for 2026, and changes in 401(k)s. 

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 your portfolio too heavy in Nvidia stocks? Matt and Rebecca discuss why it is important to make sure you have a balanced portfolio. They also covered why we might need a bear market, the connection to sports betting and market gambles, and why an estate plan might be right for you. 
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

Where will you get your "Paycheck" during retirement? Matt and Rebecca discuss the importance of planning your retirement income. They also talk about planning myths and whether you should wait until age 70 to start Social Security. 

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 new COLA enough for your retirement? Matt and Rebecca discuss the difference between a fiduciary and suitability standard. They also talk about this year's Social Security COLA and why you need an 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

How does AI fit into your retirement plan? Matt and Rebecca discuss how a simplified approach might be your best bet. They also talk about Americans living longer, Estate planning, and how does AI fits into your retirement 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 the market volatility mean if you are in the retirement "Danger Zone?" Matt and Rebecca examine how market volatility impacts individuals nearing or in retirement. They also discuss how BWM can assist with Medicare and Medicaid open enrollment questions, as well as the importance of guaranteed lifetime income and an estate plan in your retirement. 

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