Brad Rhodes

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Brad Rhodes My mission is to help folks navigate all the retirement complexities.

10/07/2026

The Medicare Annual Enrollment is here!!!

09/28/2026

The Medicare annual enrollment is almost here!

09/23/2026

📢 A Quick Update on Our Weekly Optimized Retirement Live Calls!

With Medicare Annual Enrollment right around the corner, we're going to temporarily pause our Thursday night Zoom meetings so we can focus on helping our Medicare clients review their coverage and prepare for the upcoming year.

But don't worry! You can still catch up on our previous sessions covering Medicare, protecting your retirement savings, creating lifetime income, and much more!

🎥 Watch our previous Optimized Retirement videos here:

👉 https://bradrhodesfinancial.com/theoptimizedretirement/

We'll resume our weekly Zoom meetings after Annual Enrollment wraps up.

Thank you for being part of our Optimized Retirement community! I look forward to seeing you again soon.

– Brad Rhodes

09/21/2026

Alzheimer’s and other forms of dementia affect more than health. They can also impact financial decision-making, caregiving needs, and retirement security.

This , take time to learn about the risks and the importance of planning for the future. LIMRA’s research highlights why cognitive decline should be a key consideration in retirement planning. https://brnw.ch/21x5QC3

09/21/2026

Summary of benefits and out-of-pocket maximums

09/18/2026

📹 This week's Optimized Retirement video is ready—and we're starting a new series on 5 Retirement Income Scenarios!

You've spent decades saving and accumulating money for retirement. But eventually the question changes from “How do I build it?” to:
“How do I turn what I've saved into the retirement income I need?”

In this week's session, I introduced my 5 Retirement Income Scenarios—five common situations I see with retirees and those approaching retirement. We talked about:

✅ Growing money you don't need yet�
✅ Building future income while you “let it cook”�
✅ Creating income while maintaining flexibility and control�
✅ Turning a portion of your savings into a paycheck for life�
✅ Combining growth and lifetime income with a hybrid approach

Over the next five weeks, I'm going to take a deeper dive into each scenario and show you how they work. You may not relate to all five—but there's a good chance one or two will sound a lot like you.

📘 I also created a complimentary guide called “5 Retirement Income Scenarios: How Do You Turn a Lifetime of Savings Into a Confident Retirement?”
Want a copy?

👉 Go to BradRhodesFinancial.com�👉 Click Contact�👉 Put “Guide” in the message box, and we'll send it to you.

You've accumulated the money. Now let's talk about what you need that money to DO for you in retirement.

09/17/2026

Our Thursday 6:30 Zoom Call was pre-recorded this week. It will be uploaded to our channel tomorrow morning.

09/14/2026

Annual notice of change-in your mailbox by September 30 

09/11/2026

🎥 MISSED MY LIVE CALL LAST NIGHT? HERE’S THE RECORDING!

Last night I talked about 3 Reasons to Add Guarantees to Your Retirement — and why this may become even more important as you get closer to or enter retirement.

In this short presentation, I answer three questions:

✅ How much of your retirement should you really leave exposed to market risk?

✅ What could replace the pension that so many retirees no longer have?

✅ Could having more guaranteed income actually help you enjoy retirement MORE?

That third one may surprise you. I share some interesting research about how retirees tend to spend when they know another paycheck is coming.

And I’m not talking about changing everything you’re doing.

The bigger question is simply:

Does it make sense to protect SOME of what you’ve worked so hard for?

▶️ Watch the recording and see what you think.

📘 And if you’d like a copy of my book, Protecting Your Retirement, go to BradRhodesFinancial.com, click Contact, and put “Send me the book” in the message box.

I’ll be glad to send you a copy!

— Brad Rhodes

Address

255 Morning Star Lane
Lexington, NC
27292

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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