Dana and Brad discuss financial secrets as well as poor financial habits you may have. Takeaways: <ul><li>A study found 2/5 people kept a financial secret from their significant other.</li></ul> <ul><li>Don’t try to do everything all at once by yourself. Retirement planning can be overwhelming and it can alleviate that pain to reach out to someone. </li></ul>Download our FREE helpful resource, “The Value of an Objective Opinion”

Dana and Brad discuss financial secrets as well as poor financial habits you may have.Takeaways:A study found 2/5 people kept a financial secret from their significant other.Don’t try to do everything all at once by yourself. Retirement planning can be overwhelming and it can alleviate that pain to reach out to someone. Download our FREE helpful resource, “The Value of an Objective Opinion”

Dana and Brad discuss financial secrets as well as poor financial habits you may have. Takeaways: <ul><li>A study found 2/5 people kept a financial secret from their significant other.</li></ul> <ul><li>Don’t try to do everything all at once by yourself. Retirement planning can be overwhelming and it can alleviate that pain to reach out to someone.&nbsp;</li></ul>Download our FREE helpful resource, “The Value of an Objective Opinion”

The Best of Refining Retirement Podcast - Making Poor Decisions

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 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.”

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The Best of Refining Retirement Podcast - Making Poor Decisions

The Best of Refining Retirement Podcast - Making Poor Decisions