Road to Retirement

In this episode, we dive deep into the world of interest rates. We'll discuss the factors influencing current rate hikes and explore potential implications for your personal finances. What will the Fed do next? Tune in to learn how to navigate this economic landscape and make informed decisions about your savings and investments.

In this episode we discuss the importance of keeping track of all of your financial and estate planning information and keeping it safe. We talk about ways to do this, including the use of the Generational Vault.

The market has been on an upward run, and political tensions are high. We break down the latest market trends and discuss how political climate may or may not impact your investments. Learn how to navigate these turbulent times and make informed financial decisions.

The world of finance is ever-changing, and retirement savings strategies need to adapt. This episode dives into the latest trends and adjustments you should consider to build a secure and fulfilling future. We'll unpack how factors like inflation, the job market, and new investment options are impacting your retirement goals.

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.

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.

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.

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

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.

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.

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.

In this episode we talk about the markets and more.

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.

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

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

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.

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

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.

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.

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.

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.

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

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

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!

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.