Bright Wealth Management Show

10/15/2026

Medicare coverage can change from year to year. Annual Enrollment is your opportunity to take a fresh look at your plan and explore your options for the year ahead.



This is not endorsed or affiliated with any federal Medicare program, nor any U.S. government agency. If applicable, we do not offer every plan available in your area and contacting us will direct you to a licensed insurance agent. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.Gov or 1-800-MEDICARE to get information on all of your options.

10/12/2026

A revocable living trust can be an important part of an estate plan, giving you flexibility to make changes during your lifetime while outlining how assets should be handled in the future.

Make sure your estate plan reflects your wishes.

10/07/2026

The years leading up to retirement can be critical. Market volatility at the wrong time may have a lasting impact, making risk management and a thoughtful income strategy especially important.

Read the full article to learn more.
https://www.kiplinger.com/retirement/retirement-planning/retirement-danger-zone



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.

Without a shift in your investment strategy, all it takes is one bad year in the markets to derail your retirement plan.

10/06/2026

Estate planning is about more than having a will or trust. It’s about protecting yourself, your family, and the legacy you’ve worked to build.

See how prepared you are at brightlegacyquiz.com.

09/30/2026

Behind the scenes of The Bright Wealth Management Show 🎥 Conversations focused on helping you plan smarter and feel more confident about your financial future.

Tune in for more insights from Bright Wealth Management.

09/25/2026

Your estate plan and financial plan should work together. Coordinating both can help create a smoother transition of wealth and avoid potential surprises.

Make sure your plans are aligned.

09/22/2026

Innovation today can help shape a brighter financial future tomorrow. At Bright Wealth Management, thoughtful strategies are designed to help you move forward with confidence.

Discover what’s possible for your financial future.

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.

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.