Bright Wealth Management with Matt Dages

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

Is it too late to make tax moves this year? Matt and Rebecca discuss what tax moves can still be made, and what you should be doing to prepare for next year. Plus, the importance of rebalancing, whether we're heading toward stagflation, and whether you should follow a CEO's stock moves. 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 could global unrest affect your portfolio? Matt and Rebecca discuss how Iran and other global events could affect your retirement. Plus, what happens when you are better off for retirement than you think, and the importance of an emergency fund. 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

Why is it vital to not only look at taxes for this year? Matt and Rebecca explain why future tax planning is vital for your retirement. Plus, how to maximize your retirement savings, why it's important to avoid Medicare premium surcharges (IRMAA), and when Life Insurance and Annuities are the right fit. 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 prepared for this and future tax seasons? Matt and Rebecca discuss steps you can take to help maximize your tax savings. Plus, how to tell if your portfolio is off or if it is a market dip, what to look out for when planning your health care in retirement, and should you trust that social media "expert"? 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

Why now is the time to look at your Required Minimum Distributions? Matt and Rebecca discuss why it is important to look at RMDs before you start taking them. Plus, planning your income in retirement, and is it time to cash out the record gains from the market? 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 is MAGI, and why is it the key to retirement planning? Matt and Rebecca talk about why MAGI is the key to understanding your taxes in retirement. Plus, they talk about Estate Planning and the importance of planning for long-term care. 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 do you keep your retirement New Year's resolution on track? Matt and Rebecca talk about important changes for 2026, and ways to keep your retirement on track. 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 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

IIs 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