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EPISODE · Apr 18, 2026 · 28 MIN

Navigating Retirement Risks Without Guesswork

from Refining Retirement · host Chaesare Gray

"Are you letting taxes, market swings, or fear dictate your retirement—or are you taking control?"Brad Ford shares jaw-dropping stories, candid cautions, and practical tips for planning in turbulent times—highlighting why proactive tax strategies, vertical diversification, and stress-testing your investment ‘fiscal house’ are crucial. From analyzing lump sum pensions to managing aging parents’ finances, the episode tackles tough decisions and common mistakes with humor and humility. The conversation is lively, relatable, and packed with actionable insights, inviting listeners to rethink the habits and assumptions that could shape their next chapter.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.

Episode metadata supplied by the publisher feed · Published Apr 18, 2026

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