Road to Retirement

During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.

Mutual Funds are an important part of financial planning. We talk about how they work and what you need to know to better understand them.

The 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.

You 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.

During 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.

How 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.

Do you need life insurance? If so, what kind and how much? What are the benefits? In this episode we address those questions.

How can you protect your finances from rising inflation? In this episode we talk about strategies to help during times of rising inflation.

The 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.

In 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?

In this episode we discuss the importance of protecting your assets and making sure it doesn't all go for long-term care.

How 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.

In this episode we discuss the latest tax changes and strategies as well as what the market volatility means to your finances.

In this episode we talk about what you need to financially prepare for in 2022.

In this episode we discuss the rising inflation and what it means to you and your financial planning.

In this episode Chris goes over the 4 most important parts of your financial plans.

In this episode we look at ETF's (Exchange Traded Funds) and how they might fit into your financial plan.

Looking 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.

Roth 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.

401(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.

Chris welcomes special guest Matt Snyder to discuss the Nursing Home and Assisted Living crises and what you can do to help avoid it.

In 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.

Chris and Jeff talk about the delays with tax returns and what to expect from the child tax credits.

In this episode Chris let's his cohost come up with various questions about retirement, income and estate planning.

Medicare 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.