Insights & Strategies

Brad provides a clear and practical explanation of Social Security spousal benefits, highlighting how married, divorced, or widowed individuals may qualify—even without a work history.

Real estate expert Tonya Murfin shares how real estate can play a powerful role in your retirement income plan.

Jason Fichtner, a leading expert in retirement income and former Deputy Commissioner of Social Security, delivers a powerful and highly informative discussion about retirement planning, Social Security claiming strategies, the challenges facing today's retirees, and the importance of protected lifetime income.

Brad and Mark Annese dive deep into the critical yet often overlooked topic of IRMAA—Income Related Monthly Adjustment Amounts—and how they affect Medicare premiums for retirees.

Lindsey Lewis, joins Safe Money Radio for a powerful conversation about the evolving role of women in finance.

Brad and America’s IRA expert Ed Slott dive deep into the changing landscape of retirement planning, tax laws, and why traditional tax-deferred accounts like IRAs may no longer be the smartest strategy.

Brad and Heather dive deep into the major changes impacting retirement planning, Social Security, and Medicare in 2025.

Brad breaks down why the traditional 4% rule for retirement withdrawals may no longer be reliable in today’s financial climate, citing longer lifespans, market volatility, low interest rates, and inflation as key challenges.

Brad breaks down how retirees can protect their income during a recession with practical and strategic tips.