Bright Wealth Management with Matt Dages
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.
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
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 br...
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 yo...
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 ca...
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 es...
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 b...
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...
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...
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 esta...
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.com
Do you need an estate plan? Find out if...
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 wi...
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 ...
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.com
Do you need an es...
March 15th, 2026
Why is it vital to not only look at taxes for this year? 2/22/26
Why is it vital to not only look at taxes for this year? Matt and Rebecca explain why future tax planning is vital for your retirement. Plus, how to maximize your retirement savings, why it's important to avoid Medicare premium surcharges (IRMAA), and when Life Insurance and Annuities are the right fit.
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 a...
Are you prepared for this and future tax seasons? 2/8/26
Are you prepared for this and future tax seasons? Matt and Rebecca discuss steps you can take to help maximize your tax savings. Plus, how to tell if your portfolio is off or if it is a market dip, what to look out for when planning your health care in retirement, and should you trust that social media "expert"?
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 l...
Why now is the time to look at your Required Minimum Distributions? 2/1/26
Why now is the time to look at your Required Minimum Distributions? Matt and Rebecca discuss why it is important to look at RMDs before you start taking them. Plus, planning your income in retirement, and is it time to cash out the record gains from the market?
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
One MAGI Moment - 1/25/26
What is MAGI, and why is it the key to retirement planning? Matt and Rebecca talk about why MAGI is the key to understanding your taxes in retirement. Plus, they talk about Estate Planning and the importance of planning for long-term care.
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...
How do you keep your retirement New Year's resolution on track? 01/17/26
How do you keep your retirement New Year's resolution on track? Matt and Rebecca talk about important changes for 2026, and ways to keep your retirement on track.
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
January 11th, 2026
Can there me too much safety in your retirement plan? 12/21/25
Can there me too much safety in your retirement plan? Matt and Rebecca talk about why too much safety could be costing you. They also discuss retiring as a snowbird, why you should work with your retirement planner on Medicare, and the importance of a 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
is it important to look at Medicare with your retirement planner? 12/14/25
Is it important to look at Medicare with your retirement planner? Matt and Rebecca discuss ways to maximize your retirement income. They also talk about why you should work with your retirement planner on Medicare, preparing for 2026, and changes in 401(k)s.
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...
Is your portfolio too heavy in Nvidia stocks? 12/7/25
Is your portfolio too heavy in Nvidia stocks? Matt and Rebecca discuss why it is important to make sure you have a balanced portfolio. They also covered why we might need a bear market, the connection to sports betting and market gambles, and why an estate plan might be right for you.
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.co...
November 30th, 2025
Where will you get your "Paycheck" during retirement? 11/23/25
Where will you get your "Paycheck" during retirement? Matt and Rebecca discuss the importance of planning your retirement income. They also talk about planning myths and whether you should wait until age 70 to start Social Security.
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 on...
Is the new COLA enough for your retirement? 11/16/25
Is the new COLA enough for your retirement? Matt and Rebecca discuss the difference between a fiduciary and suitability standard. They also talk about this year's Social Security COLA and why you need an 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 on...
How does AI fit into your retirement plan? 11/9/25
How does AI fit into your retirement plan? Matt and Rebecca discuss how a simplified approach might be your best bet. They also talk about Americans living longer, Estate planning, and how does AI fits into your retirement 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? Fi...
November 2nd, 2025
What does the market volatility mean if you are in the retirement "Danger Zone?" - 10/25/25
What does the market volatility mean if you are in the retirement "Danger Zone?" Matt and Rebecca examine how market volatility impacts individuals nearing or in retirement. They also discuss how BWM can assist with Medicare and Medicaid open enrollment questions, as well as the importance of guaranteed lifetime income and an estate plan in your 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 re...
How should you handle an inherited IRA? 10/18/25
How should you handle an inherited IRA? Matt and Rebecca discuss what you should do with an inherited IRA. They also discuss withdrawal strategies, what to do with required minimum distributions, and why year-end check-ins are so important.
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 ou...
October 12th, 2025
What can inflation do to your retirement portfolio? 10/5/25
What can inflation do to your retirement portfolio? Matt and Rebecca discuss how inflation can cut into your retirement income. They also discuss the differences in the importance of an estate plan, as well as the fear of running out of money 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 yo...
September 28th, 2025
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
Is it important to look at what your tax bill will be in retirement? 09/21/25
Is it important to look at what your tax bill will be in retirement? Matt and Rebecca discuss why it is important to be proactive with your retirement tax plan. They also discuss the differences between a will, a trust, and an estate plan, as well as whether the Big Beautiful Bill makes Roth conversions a least desirable option.
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 li...
Are you one of the record number of Americans preparing to retire this year? 9/14/25
Are you one of the record number of Americans preparing to retire this year? Matt and Rebecca discuss steps you should be taking as you prepare to retire. They also discuss the importance of rolling over those 401 (k) accounts, and Matt sits down with American Hero, Travis Mills.
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...
Should you have an estate plan? 9/7/25
Should you have an estate plan? Matt and Rebecca discuss why you should consider an estate plan. They also discuss the 100 minus your age rule, the three fears on the horizon, and the importance of guaranteed income 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? Fi...
How do you decide when it is time to retire? 8/31/25
How do you decide when it is time to retire? Matt and Rebecca discuss how to know if you are ready to retire. They also discuss how Baby Boomers' and Gen X's planning is different and the importance of an emergency fund 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.
How can we eliminate the guesswork from retirement planning? 8/24/25
How can we eliminate the guesswork from retirement planning? Matt and Rebecca discuss the importance of a retirement plan. They also discuss when to review your estate plan and ways to mitigate risk in your portfolio.
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.
August 17th, 2025
August 10th, 2025
