Road to Retirement

In 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.

In this episode Chris tackles the tough topic of probate and estate planning. What is probate and is it necessary? Listen in to find out.

In this episode get the straight talk on what annuities really are and how they should be used.

In this episode Chris talks about risk and protecting your investments.

In this episode Chris and Matt welcome special guests from Arden Courts to talk about Memory Care and Long-term Care.

In this episode Chris and Matt welcome Karen Ramba from Caring Transitions to talk about senior living, moving and downsizing.

In 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.

In this show we dive into some changes you need to know about before filing your taxes.

In 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.

In this episode Chris talks about Assisted Living, Senior Living and Long-Term Care. What you need to know and how to manage it financially.

In this episode Chris talks about some good financial resolutions for the next year that will help you with your finances and savings.

In this episode we talk about what you need to do before the end of the year regarding your finances, Medicare and taxes.

Matt Snyder is on to discuss some Long-Term Care options and some pitfalls to avoid.

In this episode Chris welcomes back Matt, Pamela and Cindy to talk about the real estate market for seniors.

Chris and Matt welcome special guests Pamela and Cindy, Senior Real Estate Specialists, to talk about the housing market and real estate for seniors.

Things 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.

In 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.

Many 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.

In 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.

In 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.

In this episode we talk about reverse mortgages and when and why you might want one.

On 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!

Do 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.

Long 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.

You'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.