Road to Retirement
136 episodes - English - Latest episode: 1 day ago - ★★★★★ - 3 ratingsSmall 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.
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Episodes
Breaking Down the Economy and Your Finances
June 25, 2022 05:00The perfect storm... Rising inflation, rising interest rates and a bear market. In this episode we talk about what's happening and what you can do to weather the storm.
Estate Planning and Probate
June 18, 2022 05:00You don't want to leave your loved ones with a mess, and you don't want too much of your money to go to attorney's fees and the courts. In this episode Chris talks about what you can do to help prevent that.
Strategies to protect yourself in a volatile market
June 11, 2022 05:00 - 5.39 MBDuring this episode, we’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.
Strategies to Protect Yourself in a Volatile Market
June 11, 2022 05:00During this episode, we’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.
Markets, Inflation and Your Retirement
June 04, 2022 05:00How could the current markets and inflation affect your retirement accounts and your retirement? In this episode we take a look at where we are at and what can be done.
The Ins and Outs of Life Insurance
May 21, 2022 05:00Do you need life insurance? If so, what kind and how much? What are the benefits? In this episode we address those questions.
Inflation and Your Finances
May 14, 2022 05:00How can you protect your finances from rising inflation? In this episode we talk about strategies to help during times of rising inflation.
Market Volatility and Money Management
May 07, 2022 05:00The markets have been extremely volatile, coupled with inflation and rising interest rates this can take a bit out of your savings. In this episode we discuss tips and strategies to help deal with these issues.
Financial Protection
March 26, 2022 05:00In this episode Chris, Tony, Tony talk about protection. We use insurance to protect our cars, our health and our homes, but what about your savings and retirement funds?
Protecting Your Assets
March 05, 2022 06:00In this episode we discuss the importance of protecting your assets and making sure it doesn't all go for long-term care.
Dealing with Market Volatility
February 26, 2022 06:00How can you handle market volatility? In this episode we discuss strategies and tips for dealing with your finances during the ups and downs of the market.
Tax Changes and the Market
February 12, 2022 06:00In this episode we discuss the latest tax changes and strategies as well as what the market volatility means to your finances.
Looking Ahead at the Financial New Year
November 06, 2021 05:00In this episode we talk about what you need to financially prepare for in 2022.
What's the Deal with Inflation?
October 30, 2021 05:00In this episode we discuss the rising inflation and what it means to you and your financial planning.
The 4 Pieces of Financial Planning
September 18, 2021 05:00In this episode Chris goes over the 4 most important parts of your financial plans.
What about ETF's?
September 11, 2021 05:00In this episode we look at ETF's (Exchange Traded Funds) and how they might fit into your financial plan.
Preparing for retirement together
September 04, 2021 05:00 - 5.39 MBLooking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.
Preparing for Retirement Together
September 04, 2021 05:00Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.
A Guide to Roth IRAs
August 14, 2021 05:00Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.
Mistakes and Questions
August 07, 2021 05:00401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.
Nursing Home and Assisted Living Crises
July 31, 2021 05:00Chris welcomes special guest Matt Snyder to discuss the Nursing Home and Assisted Living crises and what you can do to help avoid it.
Medicare Part 2
July 24, 2021 05:00In this episode Chris welcomes not one, but two Tony's to the show! They talk about Medicare and why you need a plan for healthcare in retirement.
Tax Update - Delays and Child Tax Credits
July 17, 2021 05:00Chris and Jeff talk about the delays with tax returns and what to expect from the child tax credits.
Town Hall Questions
July 10, 2021 05:00In this episode Chris let's his cohost come up with various questions about retirement, income and estate planning.
Medicare – A Beginner’s Guide
July 03, 2021 05:00Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.
Welcome Tony
June 19, 2021 05:00In this episode Chris welcomes investment advisor representative Tony Marlette. Tony is a new addition to the team at Brookside and they discuss insurance and other financial topics.
The Good, Bad and Ugly of Probate
June 05, 2021 05:00In this episode Chris tackles the tough topic of probate and estate planning. What is probate and is it necessary? Listen in to find out.
Annuities as a Substitute
May 22, 2021 05:00In this episode get the straight talk on what annuities really are and how they should be used.
Protected Investments
March 06, 2021 06:00In this episode Chris talks about risk and protecting your investments.
Memory Care and Long-Term Care
February 27, 2021 06:00In this episode Chris and Matt welcome special guests from Arden Courts to talk about Memory Care and Long-term Care.
Downsizing and Moving for Seniors
February 20, 2021 06:00In this episode Chris and Matt welcome Karen Ramba from Caring Transitions to talk about senior living, moving and downsizing.
Tax Smart Retirement
February 13, 2021 06:00In this show we talk about how it is possible to have a tax smart retirement. If you plan ahead and work with a financial professional you help to minimized that tax burden in retirement.
Understanding Tax Changes
January 30, 2021 06:00In this show we dive into some changes you need to know about before filing your taxes.
Location, Location, Location
January 09, 2021 06:00In this episode Chris talks about the new Brookside office building, a bank vault and why you need a financial plan for 2021, or at least a second opinion on your current plan.
Assisted Living Spotlight: Generations Senior Living
December 25, 2020 06:00In this episode Chris talks about Assisted Living, Senior Living and Long-Term Care. What you need to know and how to manage it financially.
New Years Resolutions
December 12, 2020 06:00In this episode Chris talks about some good financial resolutions for the next year that will help you with your finances and savings.
Year-End Planning
December 05, 2020 06:00In this episode we talk about what you need to do before the end of the year regarding your finances, Medicare and taxes.
Long-Term Care Crisis Planning with guest Matt Snyder
November 14, 2020 06:00Matt Snyder is on to discuss some Long-Term Care options and some pitfalls to avoid.
Senior Real-estate Specialists Part 2
November 07, 2020 06:00In this episode Chris welcomes back Matt, Pamela and Cindy to talk about the real estate market for seniors.
Senior Real-estate Specialists
October 31, 2020 05:00Chris and Matt welcome special guests Pamela and Cindy, Senior Real Estate Specialists, to talk about the housing market and real estate for seniors.
Age Based Investing
October 24, 2020 05:00Things change as we get older and our investing should too. In this episode Chris talks about tips and strategies for investing based on your personal situation and your age.
Nursing Home Protection Trust
October 10, 2020 05:00In this episode Chris welcomes in special guests to talk about the importance of having a plan in place to deal with the high costs of long-term and nursing home care and minimizing the financial liabilities for your loved ones as well. You need to protect your funds and your legacy from being taken to cover nursing home costs.
All About Veteran's Benefits
October 03, 2020 05:00Many Veterans are missing out on benefits. In this episode Chris and Matt discuss the various Veteran's benefits and helpful tips on how to not miss out.
Qualifying for Medicaid
September 26, 2020 05:00In part 2 of our discussion on Medicaid Chris once again welcomes special guest and Medicaid specialist Matthew Snyder. They discuss who qualifies for Medicaid and what you need to know about how it works.
Nursing Home 101
September 19, 2020 05:00In this episode we talk about long term care, assisted living and nursing home care. How will you pay for it? You need a plan. In this episode we talk about what you need to know.
Reverse Mortgages
September 12, 2020 05:00In this episode we talk about reverse mortgages and when and why you might want one.
Payable on Death vs Trusts
August 29, 2020 05:00On today's show Chris talks about some misconceptions out there about estate planning, mainly probate and which is better, Payable on Death or a Trust. Listen in to find out!
8 Must-Know Social Security Rules
August 22, 2020 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Paying for Long Term Care
August 08, 2020 05:00Long term care is an issue that will affect most Americans and some point. In this episode Chris talks about how to plan for it and work it into your retirement plan.
Protecting Assets
July 25, 2020 05:00You've spent years building your assets so you definitely want to make sure it is protected. There are many ways to protect your assets from lawsuits and other hazards and in this episode we talk about them and the strategies that you can use.