Brad has a long history of helping clients in or nearing retirement create plans designed to accumulate, protect and preserve their wealth. As the leader of his firm, Brad leverages his knowledge and experience to create personalized financial strategies that address the unique needs and challenges that could arise in retirement. For more information go to vineyardfinancial.com Securities and 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. Radio Disclosures: “Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Vineyard Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Vineyard Financial. This Radio Show is a paid placement.”
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Contact path
Verified email
Booking probability
42%
Guest openness
Selective
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Signup to Generate a PitchBrad has a long history of helping clients in or nearing retirement create plans designed to accumulate, protect and preserve their wealth. As the leader of his firm, Brad leverages his knowledge and experience to create personalized financial strategies that address the unique needs and challenges that could arise in retirement.
Recent episodes include "Don’t Procrastinate: Get Your House in Order" (24 October 2026, 28 minutes), "Guarding Your Dreams: Retirement Made Safer" (10 October 2026, 28 minutes), and "Mailbag Questions 20" (26 September 2026, 28 minutes).
Refining Retirement publishes roughly weekly, with episodes averaging 28 minutes across 89 episodes.
Booking probability for Refining Retirement is 42%, and the host is rated Selective on guests. Refining Retirement requires a Pod Score of 80 or higher. Refining Retirement's contact route on record: verified email.
The strongest fits for Refining Retirement are Investing & Wealth Management. Refining Retirement has a business audience.
Refining Retirement is a business podcast with 89 episodes published.
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Refining Retirement
“What happens if you never get around to it?” Brad Ford shares harrowing personal health stories and the sudden loss of colleagues, shining a light on how easily life’s plans can be derailed—and why inaction may leave...
Refining Retirement
Are you sure your retirement plan is ready for today’s challenges?” From rising inflation and unexpected medical bills to the rise of financial scams, Brad Ford breaks down the hidden threats and vital strategies facing...
Refining Retirement
“Is debt quietly sabotaging your dreams of retirement?” Join Brad Ford as he peels back the layers on what keeps most Americans from saving for the future—including invisible pitfalls like procrastination, skyrocketing...
Refining Retirement
Why do parents feel more confident about retirement than those without kids—despite all those extra expenses? Discover surprising research, personal stories, and tough-but-necessary conversations that shape retirement...
Refining Retirement
"What makes it so hard to spend what you've spent a lifetime saving?" This episode explores the complex emotions behind shifting from saver to spender in retirement, even for the wealthiest households. From the...
Refining Retirement
“What’s lurking beneath your financial foundation?” Many retirees are blindsided by tax surprises, risky portfolios, and estate headaches—flaws often invisible until it’s too late. In this solo episode, Brad Ford...
Refining Retirement
Are you and your partner on the same page about risk and retirement? Brad Ford shares stories about couples with different approaches, guiding listeners through building a personalized plan—even when perspectives clash...
Refining Retirement
Are you making financial choices without seeing all the threads they pull? Dive into the complex web of retirement planning with Brad Ford, where a simple decision—like buying a car or planning a trip—can ripple across...
Refining Retirement
"Are you ready to face the hidden challenges of retirement?" Discover why women often need a different game plan—and how gaps in employment, longevity, and unexpected medical events can change the stakes. Brad Ford...
Refining Retirement
"Is your fiscal house built on a strong foundation—or just eyeballed and hammered together?" In this episode, Brad Ford tackles the biggest retirement questions, revealing why planning can look different for every...
Refining Retirement
“Did you know over half of Americans have no legacy plan—and may not even realize it?” Join Brad Ford as he uncovers the most overlooked gaps in retirement and legacy planning. From harrowing real-life stories to...
Refining Retirement
“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...
Refining Retirement
"Could one click wipe out a lifetime of savings?" In a world where scams grow more sophisticated by the day, retirees face invisible threats that can devastate finances in an instant. This episode exposes the latest...
Refining Retirement
Is chasing a “magic number” really the answer to a comfortable retirement, or is there something deeper at play? This episode of Refining Retirement uncovers the overlooked risks, hidden cracks, and pivotal...
Refining Retirement
"Why do family squabbles erupt over seemingly worthless heirlooms, and how can you keep peace when it comes to your legacy?" This episode dives into the emotional and financial complexities of estate planning—from the...
Refining Retirement
Is financial independence just a patriotic buzzword—or the key to unlocking a worry-free retirement? Dana Wright and Jakub Hall dive deep into the realities of retiring in today’s uncertain landscape: market swings...
Refining Retirement
“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...
Refining Retirement
Is your ideal retirement slipping further away—or was it always out of reach? With inflation raging, debt climbing, and Medicare and Social Security in question, confidence among Americans is at historic lows. Explore...
Refining Retirement
Is your ideal retirement slipping further away—or was it always out of reach? With inflation raging, debt climbing, and Medicare and Social Security in question, confidence among Americans is at historic lows. Explore...
Refining Retirement
Is your retirement plan ready for the most financially risky decade of your life? Discover why the five years before and after retirement can make or break your future—and what hidden pitfalls often catch even the...
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