Education & Media

A Retirement Planning Educator

Matt Dages believes education is the foundation of confident financial decision-making. Through public library seminars, community workshops, and media appearances, he bridges the gap between complex retirement tax law and practical, everyday guidance — helping people understand their options and make informed choices, whether or not they become clients.

"Taxes in Retirement" Seminar Series

Matt hosts his signature "Taxes in Retirement" seminars at public libraries and community centers across Arizona, free of charge. Topics include:

• Minimizing taxes on retirement withdrawals

• Understanding RMDs and avoiding penalties

• Roth IRA conversion strategies and timing

• Social Security taxation and tax-efficient benefits

• Estate planning essentials and tax implications for heirs

Attendees leave with practical guidance they can apply immediately, plus a clearer understanding of their own retirement tax situation.

In the Media

Matt has become a go-to resource for Arizona families seeking clear, actionable guidance on retirement income, tax strategies, and wealth preservation.

• NBC: As a featured financial expert, Matt shares insights on retirement tax strategies, Social Security, and wealth preservation with a broad television audience.

• KTAR Radio: A regular guest discussing retirement income planning, tax-efficient withdrawals, and the latest in retirement tax law.

• Bright Wealth Management Radio Show: Matt's own show, offering candid discussions on the strategies Arizona retirees can use to protect and grow their wealth.

• Online: Matt shares retirement planning education through YouTube videos and LinkedIn thought leadership on tax law updates and wealth preservation.