Refining Retirement

Tough Financial Truths


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“What do you want on your tombstone when you die?” Brad Ford asks, challenging listeners to reflect on the legacy they’re building—and the financial steps required to protect it. Delve into real-life stories and overlooked pitfalls from a 40-year financial career: from lost buying power in Social Security to surprising ways market shifts and health care costs can erode your savings. Discover fresh perspectives on helping your grandchildren, weighing risky retirement dreams, and finding purpose beyond dollars. The most crucial decisions—and uncertainties—await, but the episode leaves solutions just out of reach, inviting you to consider the true meaning of your retirement journey.

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.
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Refining RetirementBy Chaesare Gray