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Refining Retirement
By Chaesare GrayBusiness
Refining Retirement episodes
- Behavioral Finance (ft Guest Judy Halstead)- March 5, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.53 min - Risks in retirement - March 29, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.53 min - Creating a Lasting Legacy - March 22, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.55 min - Financial Habits to Break - March 15, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.54 min - Three Risks - March 8, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.54 min - Risk in Retirement - March 1, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.53 min - Guest: Amanda Bradshaw Burks on Agriculture - February 22, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.54 min - Risk in Retirement February - 15, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.54 min - Guest Linda Sanders & Think Fast! - February, 8 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.54 min - Women in Retirement - February 1, 2025Download our FREE helpful resource, “Your Retirement Income Planning Checklist”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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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.54 min
About Refining Retirement
From the publisher's feed
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…
As the leader of his firm, Brad leverages his knowledge…
and experience to create personalized financial strategies that address the unique needs and challenges that could arise in retirement.
For more information go to vineyardfinancial.com
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.
Radio Disclosures: “Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Vineyard Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Vineyard Financial. This Radio Show is a paid placement.”
For more information go to vineyardfinancial.com
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.
Radio Disclosures: “Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Vineyard Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Vineyard Financial. This Radio Show is a paid placement.”