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Senior Living and Financial Expert, Author, and Speaker

Meet Brad Breeding

Home » Meet Brad Breeding
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Brad Breeding, CFP® and myLifeSite Founder

Brad Breeding, CFP® was a financial advisor in Raleigh, North Carolina in 2011 when he realized many retirees researching CCRCs and other senior living options were confused and overwhelmed by the various options. He also recognized that there was a lack of unbiased and in-depth information to help consumers and their advisors effectively navigate the CCRC decision process.

It was this realization that inspired the concept that would later become myLifeSite. Today, myLifeSite is a nationally recognized online resource for reliable and thorough information, and Brad is a trusted author, speaker, and educator known for his practical senior living insights.

Speaking Engagements

Brad Breeding is a nationally recognized speaker with a deep understanding of the senior living and aging care industry. He equips senior living sales and leadership teams with information to help them have more confident financial conversations with prospective residents.

From insightful tips on evaluating Life Plan (CCRC) communities to understanding the various financial considerations involved in making a move, your audience will walk away with the financial literacy and understanding to clearly guide prospective residents evaluating their community.

I attended your presentation last week and I was super impressed.  I learned more in an hour listening to you than I had with many days of reading about and researching retirement communities.

— Richard S. in New York

See Full Bio and Speaking Reel

About Brad Breeding’s Book

Your Best Path Forward is designed to be your first step in the research process- concise, accessible, and full of practical guidance for navigating retirement living choices.

What you’ll learn:

  • Why it’s so important to plan for the later phases of retirement
  • What you must consider when deciding between staying in your home and moving to a retirement community
  • What defines a retirement community, and how to distinguish between the different types
  • The relationship between retirement communities and long-term care services
  • The cost of long-term care and options for funding a senior living move
  • Financial and residency contract structures for retirement communities
  • More!
Get Your Copy

What Industry Leaders Are Saying

Brad has an exceptional gift for helping people make sense of one of life’s most complicated and emotional decisions—where and how to live in the next chapter of life. He approaches this work with both heart and intellect, blending sound financial guidance with a deep understanding of what really matters to people as they age.

— Chris McLeod- Director (Retired) Osher Institute for Lifelong Learning (OLLI) at Duke University 

Perhaps the most thorough and current explanation of the topic. Easy to understand in simple-to-follow chapters. If you have aging parents, or are starting to think about your own future options, this is a great place to start.

— Jesse Slome, Director- American Association for Long-Term Care Insurance

What I appreciate most about Your Best Path Forward: A Practical Guide to Navigating Senior Living Options and Planning is that it’s grounded in reality, not sales talk. Brad genuinely wants readers to make confident, informed choices that align with their goals, values, and financial situation. He lays out the options clearly—especially when it comes to understanding Continuing Care Retirement Communities (CCRCs)—and helps readers ask the right questions.

— Chris McLeod- Director (Retired) Osher Institute for Lifelong Learning (OLLI) at Duke University 

Brad Breeding strikes the perfect balance between providing an exceptionally comprehensive overview of retirement communities and making the material accessible and easy to understand. Choosing a retirement community is one of the most financially and personally significant decisions you’ll ever make, and you’re fortunate to have such a thoughtful and trustworthy guide. Brad highlights the key factors and subtle variables that can deeply influence your long-term happiness and well-being – insights that truly deserve careful consideration.

— Chris McLeod- Director (Retired) Osher Institute for Lifelong Learning (OLLI) at Duke University 

I recommend this book to anyone beginning to explore retirement living options, as well as to adult children supporting their parents through the process. It’s trustworthy, practical, and filled with the kind of insight that can only come from someone who truly cares.

— Chris McLeod- Director (Retired) Osher Institute for Lifelong Learning (OLLI) at Duke University