Road to Retirement

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

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

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

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

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.

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.

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

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.

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.

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.

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.

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

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.

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.

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

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.

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

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

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

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

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.

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.

In this episode we discuss Wills, what you should include and the things that you shouldn't.

In this episode Chis and Tony Marlette discuss financial planning mistakes to avoid and what to do if they happen.

In this episode we look at annuities...what are they, how they are used and are they right for you?