Model Wealth, Inc.

10/13/2026

Financial headlines have everyday investors feeling like they need to follow every rate decision and market prediction. The good news? Most don't! 🙌

🎙️ In our latest Model Wealth Podcast episode, “Understanding Bonds in a Changing Rate Environment,” Anna and Alex explain how interest rates affect bond prices and returns—and why a sound investment strategy matters far more than predicting the Fed's next move.

🎧 Listen here: https://open.spotify.com/episode/43b9GRjT7mrNjj1I7VMt0I?si=lbyo-OthRs-VmMLz987lGg

The Model Wealth Podcast · Episode

09/17/2026

📈 Higher interest rates may boost yields on CDs and money markets—but for retirees, those gains can quickly be offset by inflation. 💵📉

Model Wealth’s Randy Bruns shared his perspective with MarketWatch on why inflation-protected Social Security income remains such a valuable part of a sustainable retirement plan. 🏦🛡️

Read the full article here: 👇

There may be better savings yields, but beware rising credit-card rates

08/22/2026

Randy Bruns, founder of Model Wealth, agreed. “Nearly every retirement plan depends upon one enormous assumption: that you’ll remain able to work and earn an income,” he said. “An accident or serious illness can change that instantly.”

Financial conversations often focus on accumulation, but protection also matters in a holistic plan.

07/07/2026

Proud to sponsor Synergy Soccer Club and celebrate America’s 250th birthday with an amazing group of players, families, and coaches at the Wheaton, Illinois Fourth of July Parade this past weekend! 🇺🇸⚽🎆

07/04/2026

From all of us at Model Wealth, we wish you a safe, happy, and memorable Independence Day. Happy 250th Birthday, America! 🇺🇸

07/01/2026

👇New Podcast Episode 🎙️

Saving for retirement is one challenge. Spending it confidently is another. 💰➡️🌴

Join Anna Thornburg, Randy Bruns, Alex Offerman, and Donovan Sanchez as they discuss two different approaches to retirement income planning—and why the best strategy is the one that gives you confidence to enjoy retirement. 📈🛡️😊

The Model Wealth Podcast · Episode

05/25/2026

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country.

Their sacrifice secured freedoms we often take for granted, and we are deeply grateful for their courage and service. 🇺🇸

Wishing everyone a meaningful and reflective Memorial Day weekend.

05/12/2026

Adds Randy Bruns. A CFP® at Model Wealth, Stocks are the single best long-term hedge against inflation,” noting, however, that “they can be painfully volatile over short periods of time.”

Consumer prices are up this month, according to the latest consumer price index released Tuesday.

04/29/2026

"We prioritize Social Security, pensions and annuitized income to cover essential expenses, creating a dependable 'paycheck' that requires fewer ongoing decisions," said Randy Bruns. "That protected income can be a powerful safeguard. In cases of cognitive decline, guaranteed income streams help ensure bills get paid regardless of market conditions or decision-making ability."

Experts say being proactive before problems arise can help ensure retirement security.

04/26/2026

"We prioritize Social Security, pensions and annuitized income to cover essential expenses, creating a dependable 'paycheck' that requires fewer ongoing decisions," said Randy Bruns. "That protected income can be a powerful safeguard. In cases of cognitive decline, guaranteed income streams help ensure bills get paid regardless of market conditions or decision-making ability."