Brad Rhodes

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

03/30/2026

Navigating Medicare: Four Essential Questions to Ask Before Turning 65 🩺

The NIL money in college sports is wild. 🤯These athletes are already earning millions before the pros.Is paying college ...
03/13/2026

The NIL money in college sports is wild. 🤯

These athletes are already earning millions before the pros.

Is paying college athletes destroying college athletics?

If you’re a grandparent, this might be one of the best gifts you could ever give.Instead of toys they’ll forget about…St...
03/12/2026

If you’re a grandparent, this might be one of the best gifts you could ever give.

Instead of toys they’ll forget about…

Start investing $120 a month for them.

That’s about $5 a day.

Do that until they turn 18.

They could have roughly $70,000 already invested.

Now let compounding take over.

That could grow to:

• $300,000
• $840,000
• $2.2 million
• Even $6 million over time

That’s the power of starting early.

Small money.

Big time horizon.

Life-changing results.

09/19/2025

🚨STOP SCROLLING🚨
If you or someone you love is on Medicare (mom, dad, neighbor, YOU), take one minute and watch this video.

Some BIG changes are coming in 2026 — deductibles, copays, plan formats — and you don’t want to be caught off guard at the pharmacy or doctor’s office asking, “Why didn’t anyone tell me?!”

I’ve been doing this Medicare thing for 33 years, and this year is different. If you’ve got questions or need help reviewing your plan, I’m local, licensed, and happy to help — no fees, no pressure.

We can start reviewing plans October 1st. My number's below — reach out anytime!

336-746-4729

The Three Big Medicare Questions Everyone Turning 65 Asks: 1. Do I have to sign up for Medicare? And if I don’t, will I ...
08/28/2025

The Three Big Medicare Questions Everyone Turning 65 Asks:

1. Do I have to sign up for Medicare? And if I don’t, will I face a penalty?
2. How do I sign up for Medicare?
3. Should I choose a Medicare Supplement or a Medicare Advantage plan?

In this video, I talk about these three questions! Getting These Wrong Can Cost You Thousands in Penalties!

If you have any questions, give me a call at 336-746-4729

âžś Site to Sign Up for Medicare: ssa.govOur sites: https://medicaresupplementadvisory.org/, https://www.bradrhodesfinancial.com/ (Secure) Give us a call:...

Did you know Medicare can take hundreds of dollars out of your Social Security check every month—and charge you even MOR...
08/19/2025

Did you know Medicare can take hundreds of dollars out of your Social Security check every month—and charge you even MORE if your income is higher?

In this video, I talk about these 3 main points:
1. How much is the standard Medicare Part B Premium?
2. What is IRMAA?
3. Can you appeal your IRMAA charge? How do you appeal?

If you have any questions about how this applies to you, give me a call at 336-746-4729

âžś Get The IRMAA Part B Appeal Form Mentioned in the Video https://drive.google.com/file/d/1JxbwGQUN6MtiNfXWOnxVsx2M9uT1hZjR/view?usp=drive_linkâžś Get a copy o...

Where Should You Roll Your 401(k)?3 Popular IRA Options ComparedWhen it’s time to roll over your 401(k), most people cho...
07/08/2025

Where Should You Roll Your 401(k)?
3 Popular IRA Options Compared

When it’s time to roll over your 401(k), most people choose between three main options: the
bank, the stock market, or an annuity. Each comes with advantages and trade-offs, depending
on your retirement goals and risk tolerance.

âś…Understand why you may be suited for 1 rollover option over another
âś…Learn pros and cons of each option
âś…Find help in navigating your decision process

Read my blog and share with anyone who’s getting ready to roll over their 401(k):
https://bradrhodesfinancial.com/media/

A good article - enjoy!
06/03/2025

A good article - enjoy!

Fixed annuity options are of growing interest among employees.

05/07/2025

Secure Your Retirement: Income Now or Growth for Later, Risk-Free

Want monthly income without risking your principal?
Or maybe you're just looking to grow your money safely?

If you're in either of these two scenarios, this is for you:
Scenario 1:
You want consistent monthly income deposited into your checking account, but still want your principal protected 100%.
Scenario 2:
You're not needing income right now—you're either still working or have other streams—but you want your money to grow, with your principal and interest guaranteed.

Either way, you're in a position to have your cake and eat it too.

Watch the full video here âžśhttps://youtu.be/gSadrxAxzQ4?si=p9T69OyEUEEBamux

Brad Rhodes, Medicare + Retirement Specialist
336-746-4729

04/30/2025

Scenario 2: Growing your Money without Risking it in the Stock Market

I recently worked with a younger couple who had money sitting in an IRA. They didn’t need to touch it for the next 8–10 years, and they weren’t interested in risking it in the stock market.

Instead, we took a different route — one that offers guaranteed growth and the opportunity to benefit when the market goes up... all with zero risk to their principal or earned interest.

If the market rises, they participate in the gains.
If the market drops? Their principal and previous gains are 100% protected.

It's a classic "have your cake and eat it too" strategy — growth with peace of mind. 🍰

If you're in a similar spot and want your money working without the rollercoaster ride, give me a call.

Watch the full video here âžśhttps://youtu.be/gSadrxAxzQ4?si=p9T69OyEUEEBamux

Brad Rhodes, Medicare + Retirement Specialist
336-746-4729

04/23/2025

Scenario 1: Monthly Income Without Touching the Principal

I wanted to share a story of how I helped a long-time client who recently retired. He had a 401(k), and we rolled it over into an IRA. Being single and retired, his top priority was generating monthly income—without depleting his savings.

Here's what we set up: We’re using the interest earned on his IRA to send him a monthly deposit straight to his checking account—like clockwork. Best part? His principal stays fully intact.

Even though interest rates have dipped slightly, we were still able to lock in a competitive rate he’s happy with. So it’s truly a “have your cake and eat it too” situation—monthly income now, with flexibility and principal preserved for the future.

If you're approaching retirement and wondering how to turn your savings into steady income without running out of money, give me a call.

Watch the full video here âžśhttps://youtu.be/gSadrxAxzQ4?si=p9T69OyEUEEBamux

Brad Rhodes, Medicare + Retirement Specialist
336-746-4729

Address

255 Morning Star Lane
Lexington, NC
27292

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