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EPISODE · Aug 1, 2026 · 28 MIN

The Missing Piece of Your Retirement Plan

from Refining Retirement · host Chaesare Gray

“Did you know over half of Americans have no legacy plan at all?” In this heartfelt episode, Brad Ford uncovers the often-overlooked side of retirement: ensuring your hard-earned assets truly benefit those you love. Through candid stories—both humorous and sobering—Brad shares why legacy planning isn’t about loss, but about control and clarity for your family’s future. Tune in as he reveals the pitfalls, tough conversations, and emotional realities many put off until it’s too late, and discover which crucial details can make or break your retirement dreams.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 Aug 1, 2026

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This episode was published on August 1, 2026.

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