Bright Wealth Management with Matt Dages

Hosted by A4 Digital

Business Investing

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Episodes

182

Latest episode

Aug 2026

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About the show

The Bright Wealth Mgt Show is here to help you with your finances and get a plan set up for your retirement. We believe in safety, solid growth and keeping your family out of probate court. We also understand it will be your INCOME that determines the quality of your retirement. We believe in giving back. We are blessed to be able to donate and raise money for the Travis Mills Foundation for Vets.

Listen to episodes

60 recent

August 2, 202651 min

Will Medicare be enough for your Long-Term medical needs? 8/2/26

Will Medicare be enough for your Long-Term medical needs? Matt and Mike discuss whether Medicare can cover all of your health needs through your retirement. They also discuss how needing to work vs wanting to work can change your retirement, plus whether there are scenarios you can invest aggressively in retirement. 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.com Do you need an estate plan? Find out if one would make sense for you. brightlegacyquiz.com

July 26, 202651 min

Should the news cycle be influencing your portfolio? 7/25/26

Should the news cycle be influencing your portfolio? Matt and Mike look at if ignoring the hype is best for your retirement. They also discuss knowing if it is the right time to retire, what the bucket strategy is, and why annuities aren't a four-letter word. 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.com Do you need an estate plan? Find out if one would make sense for you. brightlegacyquiz.com

July 19, 202649 min

Are you overestimating what you need to retire? 7/18/26

Are you overestimating what you need to retire? Matt and Mike look at how many people are overestimating what they need to retire. They also discuss dipping into your nest egg to give to heirs and charity while alive, the key ages in retirement, and the basics of estate planning. 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.com Do you need an estate plan? Find out if one would make sense for you. brightlegacyquiz.com

July 12, 202651 min

What does a strong first half of the year in the market mean for your portfolio? 7/12/26

What does a strong first half of the year in the market mean for your portfolio? Matt and Mike discuss how the big first half of the year might change some strategies for your portfolio. They also talk about lessons we can learn from Bobby Bonilla Day, planning for longevity, and why waiting for Congress to make changes is not a retirement 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.com Do you need an estate plan? Find out if one would make sense for you. brightlegacyquiz.com

June 28, 202649 min

How is a World Cup team desgined like your retirement portfolio? 6/27/26

How is a World Cup team desgined like your retirement portfolio? Matt and Mike dicusess how a World Cup team and your retierement plan are connected. They also talk about how much cash should be in your portfolio, the sneaky Medicare rule costing you more money and when should you look at rebalancing? 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.com Do you need an estate plan? Find out if one would make sense for you. brightlegacyquiz.com

June 14, 202651 min

Can your portfolio be too heavy in tech stocks? 6/13/26

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

June 7, 202651 min

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

May 31, 202650 min

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

May 10, 202649 min

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

April 26, 202651 min

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