Bright Wealth Management with Matt Dages

260613-BWM-WEB

Can your portfolio be too heavy in tech stocks?  Matt and Mike talk about why too much tech may be a bad thing. Why timing a ROTH conversion is so important, and how your financial planner works with your 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.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Does your portfolio need SpaceX, Anthropic, or OpenAI on IPO day? 6/7/26

Does your portfolio need SpaceX, Anthropic, or OpenAI on IPO day?  Matt and Mike talk about why the IPO craze might not be right for your retirement. They also talk about the fear of running out of money, if Meme stocks should be in your mix, and retirement's silent killer, Inflation? 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.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Are you part of the Great Wealth Transfer? 5/31/26

Are you part of the Great Wealth Transfer?  Matt and Mike talk about the great wealth transfer. Plus, is crypto right for your portfolio? Why holding too much cash is a bad thing, and how much money are you costing your heirs? 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.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Is the Trump 401 (K) right for you?  5/10/26

Is the Trump 401 (K) right for you?  Matt and Rebecca discuss the Trump 401 (k). Plus, are dividend stocks your best source of income, and are there any truths to some retirement myths? 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.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

What if you are retiring with no heirs?  4/26/26

What if you are retiring with no heirs?  Matt and Rebecca discuss planning a retirement with no spouse or children.  Plus, why Matt has a team that can talk Medicare with you, and how retirement has changed in the last 20 years. 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.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How AI might be affecting your retirement. 4/19/26

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.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Is private credit right for your portfolio? 4/12/26

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.comDo 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? 3/29/26

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.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How could global unrest affect your portfolio? 3/22/26

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.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

March 15th, 2026