Road to Retirement

There are major financial differences in how you incorporate or establish you business. You could possibly save a lot in taxes depending on your situation. We talk about the various methods and what the liabilities and tax considerations are for each one.

Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation

In this episode we look at Advanced Directives for legacy and estate planning. We talk about what they are, why they are important and how to make sure you have them.

Three ways to help you recover from a slow or unorganized plan for retirement.

There are a lot of different types of annuities and a lot confusion out there. Annuities can provide a steady stream of retirement income if utilized properly. In this episode we talk about different types of annuities, how they work and how/when they may be part of a financial strategy.

You don't want to leave your loved ones in a bad situation. Preparing ahead with powers of attorney, wills and trusts is so important to preserve your savings and assets. In this episode Chris talks about the important things that need to be done and some legacy planning strategies.

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.

What is the current pandemic and economy doing to your finances? It is affecting portfolios, retirement saves and more. We talk about that and how it's affecting taxes as well. In this episode Chris gives helpful advice to deal with the current financial landscape.

In this episode we discuss the current state of finances and how to take advantage of the low tax rate to grow and protect your retirement accounts and investments.

The Covid-19 crisis has changed a lot of things, but your taxes, your finances and your retirement accounts still need to be dealt with and maintained. In this episode we talk about how to do that and how to help make sure you have a solid plan in place.

With the markets going crazy you need to make sure you know what type of risk you have and what you can handle. In this episode Chris talks about the current state of the markets and how to invest safely.

In this episode Chris dives into some habits and strategies of wealthy individuals that we can apply to improve our own finances.

People are living longer, but more and more people are also needing long-term care. Dealing with major healthcare issues in retirement can be very litigious, especially in the event you or your spouse becomes incapacitated. In this episode Chris talks about ways to plan for this to avoid expensive and legal mistakes.

Chris Anselmo goes through the planning and process of retirement and creating a retirement income everyday. He's been helping people plan their retirements for many years. In this episode he talks about the importance of working with an advisor for a solid income plan, tax plan, legacy plan and more.

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

In this episode Chris gives Tony a hard time about his new years resolutions and offers helpful tips on helping you with your financial goals and resolutions. Setting them and keeping them. Helping your investments and finances!

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.

You don't want to leave family or loved ones in a bad place after you are gone. You need to be putting more time into estate planning strategies, all the while avoiding the mistakes the people commonly made. In this episode Chris explains what to do and what not to do and why it's so important.

It's that time of year...you need to think about minimizing your tax burden for the year. You need to look at the deadlines for tax differed accounts and required minimum distributions. In this episode we cover what you need to know to help you with your year-end tax planning.

What's on your bucket list for retirement? Travel? New hobbies? New job? It's good to have a list, but you also need a plan so you can physically and financially achieve your dreams and goals. In this episode we talk about ways to help accomplish that.

No one likes to think about it, but we all need a plan in case of our passing. You don't want to leave your family and loved ones in a bad situation. When it comes to debt, taxes and insurance there are a lot of strategies to minimize any financial burdens your passing might cause. We also talk about strategies to maximize what you leave behind for them.

Hindsight is 20/20... Especially when it comes to financial decisions and retirement planning. There are roadblocks I'm hitting that I should have planned for... In this episode Chris addresses those potential roadblocks and how to plan for them.

You insure your car, your home and your life... so don't you think you should insure your investments? In this episode Chris talks about how to insure your investments with helpful tips and strategies.

This is a question that gets asked a lot... Should you buy or lease a car? In this episode Chris goes over the pros and cons of each and offers his advice and experiences.

What is Medicare Advantage? How can it help you reduce your overall medical costs in retirement? In this episode we go over what you need to know.