Bright Wealth Management Show

Bright Wealth Management Show Our mission is to empower you through financial literacy and build a partnership that helps you reach your dreams for retirement.

When was the last time you reviewed your life insurance beneficiaries? Life changes, and your beneficiary choices should...
09/17/2026

When was the last time you reviewed your life insurance beneficiaries? Life changes, and your beneficiary choices should keep up.

Read the full article to learn why keeping your beneficiary designations up to date matters.
https://www.kiplinger.com/personal-finance/life-insurance/life-insurance-beneficiary-what-is-it-and-how-does-it-work



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.

Building a strong financial future starts with a plan built around you. Matt Dages helps bring clarity and confidence to...
09/14/2026

Building a strong financial future starts with a plan built around you. Matt Dages helps bring clarity and confidence to the conversation.

09/09/2026

Living longer means your retirement income may need to last longer, too. The goal is a plan built to support you for the long haul.

Start planning for income that lasts.

The years surrounding retirement can make a big difference in your financial future. The right planning now can help you...
09/06/2026

The years surrounding retirement can make a big difference in your financial future. The right planning now can help you prepare for what comes next.

Start building your retirement strategy today.

09/01/2026

Estate planning is more than checking a few boxes. Your plan should grow and change with you.

See how prepared you are at brightlegacyquiz.com.

Don’t have a financial plan? It’s time to get with the program!Watch the Bright Wealth Management Show for some actionab...
08/29/2026

Don’t have a financial plan? It’s time to get with the program!

Watch the Bright Wealth Management Show for some actionable insights from Matt Dages on how you can better your financial future.

08/26/2026

Even if your day-to-day activities are the same throughout retirement, the cost of living won’t be.

Nobody wants to run out of money long after they’ve stopped working. A well-structured income plan can help you maintain financial confidence for life.

Sit back and enjoy the show!Matt Dages and host Kristin Oakley offer an entertaining, educational economic outlook on ev...
08/21/2026

Sit back and enjoy the show!

Matt Dages and host Kristin Oakley offer an entertaining, educational economic outlook on every episode of the Bright Wealth Management Show.

08/18/2026

Planning to live on a fixed income? Let’s fix that.

Inflation will continue to rise throughout the course of your retirement. Your savings need to grow just as fast as the rate of inflation.

Everyone loves the occasional escape, like our recent trip to the Cayman Islands. But in retirement, the world truly is ...
08/13/2026

Everyone loves the occasional escape, like our recent trip to the Cayman Islands. But in retirement, the world truly is your oyster.

If you need help figuring out how you’ll fund all your future bucket-list vacations, give Bright Wealth Management a call!

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