Road to Retirement

136 episodes - English - Latest episode: 1 day ago - ★★★★★ - 3 ratings

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Investing Business social security roth ira 401k medicare medicaid long term care
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Episodes

Working In The Financial Field

July 13, 2024 05:00 - 27.7 MB

What's it like to work in the world of financial planning? What are the jobs we do at Brookside Tax and Financial? We discuss this and more in this week's episode.

State of the Brookside Financial Union

June 29, 2024 05:00 - 32.2 MB

In this episode we talk about what it is we do, how it's changing and what we're doing to improve and support your financial journey.

The Current State of the Economy and Your Finances

June 22, 2024 05:00 - 36.8 MB

With interest rates, inflation and the coming election, we talk about what you can expect and how it may affect your finances. We look at asset allocations and also retirement income strategies.

Market Trends and Economic News

June 15, 2024 05:00 - 35.1 MB

In this episode we decipher the latest economic news to help you make informed financial decisions and how it's affecting current market trends.

Beware of Internet Legal Forms

June 08, 2024 05:00 - 37.8 MB

In this episode, we discuss the potential pitfalls of using internet legal forms for your financial and estate planning needs. We highlight common issues and oversights that can arise, and explain why professional legal advice is crucial. Tune in to learn how to protect yourself and ensure your documents are legally sound.

Estate Planning Basics with Special Guest Zach Padden

May 25, 2024 05:00 - 26.2 MB

We welcome Estate Planning Attorney Zach Padden to help break down the essentials of creating an estate plan, why it's important at any life stage, and how to get started without feeling overwhelmed. Tune in and gain peace of mind knowing your wishes will be met.

Pick Your Protection - How to Protect Your Nest Egg

May 11, 2024 05:00 - 39.5 MB

Worried about risk and volatility draining your retirement savings? In this episode we talk about tools and options to minimize risk and protect your nest egg.

What Happened With Your Taxes?

May 04, 2024 05:00 - 29.1 MB

Tax season is over, but are you wondering if you could have paid less? Received a bigger refund? We talk about what you can do going forward to minimize your tax burden and hang onto more of your money.

Financial Resolutions for the New Year

December 23, 2023 06:00 - 39.1 MB

As we head into the new year, we talk about some helpful tips on improving your financial outlook and which resolutions can help with that.

Invest in Protection

December 09, 2023 06:00 - 36.1 MB

We talk about the various financial strategies and tools available to help protect your investments as you head toward and in retirement.

What Do We Have To Be Thankful For?

November 18, 2023 06:00 - 30.3 MB

In this show we talk about what we can be thankful for, from an economic standpoint and personally.

Year-End Tax Strategies

November 11, 2023 06:00 - 38.4 MB

There are many things you can do to possibly minimize your tax burden before the end of the year, for the current tax year and for retirement. In this episode we go over some helpful strategies.

Financial Steps for the Fall

October 14, 2023 05:00 - 32.9 MB

In this episode we talk about financial steps to take before the end of the year.

Harnessing the Power of Social Security

October 07, 2023 05:00 - 43.2 MB

During this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.

Roth Conversion

September 23, 2023 05:00 - 29.9 MB

What is a Roth conversion and why is it so important? We talk about why you might want to make a Roth conversion and how to avoid mistakes.

Medicare Open Enrollment

September 16, 2023 05:00 - 23.7 MB

In this episode, we'll cover everything you need to know about this important time of year, including what plans are available, how to compare them, and what to do to make sure you're getting the best coverage for your needs. Stay tuned for tips on how to save money and get the most out of your Medicare benefits.

Saving After 50

September 09, 2023 05:00 - 41.5 MB

During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.

Hindsight is 20-20

September 02, 2023 05:00 - 40.8 MB

In this episode we talk about the things people wish they had known or done before retirement.

Where Are We?

August 26, 2023 05:00 - 31.2 MB

In this episode we talk about where are at with the economy and the markets and where we might be headed.

The Financial Puzzle Solver

August 12, 2023 05:00 - 38.6 MB

Everyone has a unique financial puzzle. How does it all fit together? In this episode we discuss what you need to know to fit your puzzle pieces together!

Very Important Documents

August 05, 2023 05:00 - 40.7 MB

In this episode, Chris talks about which documents in your life (such as for your investments, finances and estate) are most important, and how to keep them organized.

Financial Trends

July 22, 2023 05:00 - 34.1 MB

In this episode we discuss some current financial trends and how they may affect your financial and retirement plans.

Top Estate Planning Mistakes to Avoid

July 15, 2023 05:00 - 33.8 MB

In this episode we talk about the most common and costly estate planning mistakes people make.

How to Grow, Protect, and Preserve Savings

July 08, 2023 05:00 - 33.4 MB

In this episode we talk about how to get at least two of the 3... growth, protection, and savings.

Opportunity Knocks

July 01, 2023 05:00 - 36.1 MB

In todays episode we discuss the opportunities that have recently become available for fixed index annuities due to higher interest rates.

Mid Year Market Update

June 24, 2023 05:00 - 17.8 MB

Tony Marlette is flying solo today. He goes over the market's performance during the first half of 2023 and a few predictions for the 2nd half.

Peace of Mind for Your Legacy

June 17, 2023 05:00 - 40.9 MB

In this episode we talk about how to have peace of mind knowing your legacy, health and estate are planned out in the way you want, so they won't leave your loved ones with a burden.

How to Handle Inflation

June 10, 2023 05:00 - 31.1 MB

In this episode we talk about possible financial strategies to use during high inflation.

New IRA Rules That You Need To Know

June 03, 2023 05:00 - 32.6 MB

In this episode we talk about the recent changes to the rules for IRA's... What you need to know and what it means for you.

A Big Announcement and Financial Strategies

May 06, 2023 05:00 - 40.8 MB

In this episode Tony Marlette Jr. has a big announcement and Chris talks about what's going on in the financial world as well as RMD strategies.

Inflation - How did we get here?

January 28, 2023 06:00 - 39.6 MB

When the lead story in the news is the price of eggs, you know there's a problem. We talk about the current rate of inflation and how we got here.

Keys for Selecting a Financial Professional

December 17, 2022 06:00 - 26.1 MB

In this episode Tony Marlette Jr. talks about why you want to work with a financial professional and what you need to look for to find the right person for you.

The Asset Management Process

December 03, 2022 06:00 - 36 MB

From data gathering, to the monitoring stage, in this episode we discuss the general process for managing assets with Brookside.

Things to be Thankful for in 2022

November 19, 2022 06:00 - 29.8 MB

2022 was a volatile year for finances, but we look at the positives and talk about things to be thankful for this past year as we head into the new year.

Year-End Financial Checklist

November 12, 2022 06:00

During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.

Markets and Midterms

November 05, 2022 05:00

We take a look at what's happening with the markets and how the current political climate might influence your finances.

Changes for your Finances in 2023

October 29, 2022 05:00

There are a number of changes coming in 2023 that could change your financial outlook and now is the time to prepare for them. We talk about that and more in this episode.

Financial Townhall

October 15, 2022 05:00

In this episode we talk about current financial concerns and what can be done.

The Right Pocket Trust for Long-Term Care Planning

October 08, 2022 05:00

In this episode Chris breaks down the long-term care problem and the elder care long-term care trust that can help.

The 7 Deadly Sins of Retirement Planning

October 01, 2022 05:00

In this show we discuss 7 critical mistakes people make when planning for retirement.

Maximizing Your Social Security

September 17, 2022 05:00

Don't settle for a reduced benefit. Today we talk about what you need to know to maximize your Social Security.

Understanding Medicare

September 10, 2022 05:00

Medicare is important, but there is a lot more to it than most people realize. In this episode we talk about Medicare and how to make sure you have full coverage and understand the open enrollment period.

Federal Employee Benefits

September 03, 2022 05:00

As Brookside Financial is a Federal Benefits Specialist Advisor, we are in a unique position to discuss the special provisions and calculations involved with Federal Employee Retirement System (FERS). Listen as Chris and Tony review the benefits of this program for Federal Employees.