Road to Retirement

Dec 06 2024 148 ep. 9

Road to Retirement Podcast artwork

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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What is Brookside Tax and Financial Group and who is Chris Anselmo

The inaugural episode of the Road to Retirement, Chris Anselmo delves into who he is, what he does, and how Brookside Tax and Financial Group helps people both before they enter into retirement and after they retire.

Long-Term Care, Medicaid and Nursing Homes

Nursing Homes and Assisted Living centers are extremely expensive. In this show we will examine the differences between Medicaid and long-term care insurance and talk about some different solutions to help you deal with these costs. We want to help you clear up any confusion and talk about tips to help you prepare for and pay for long-term care in retirement.

The Truth about Indexed Annuities

There is a lot of confusion about Annuities. In this show we talk about the realities of retirement income planning using annuities and give you the facts regarding this retirement vehicle.

Probate Cancer

In this episode we go over the ins and outs of probate and what you you need to do to get an effective estate plan to avoid it.

Financial Challenges for Women in Retirement

This episode talks about the financial challenges for women in retirement and options for addressing those challenges.

The 4 Step Retirement Strategy Workout

Pump up your retirement strategy with this 4 step workout.

Rollover Precautions

Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

Downloading Mayhem

There is a lot to do and to take into consideration as we get older and near retirement. Your investments could be at risk if you don't have the proper legal documents in place. From powers of attorney to beneficiary designations to wills, you have to have these things taken care of, and correctly. Unfortunately more and more people are relying on documents downloaded from the inte

Protect Your Financial Data

Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?

Long-Term Care - Why It Matters to You

More and more people need long-term care at some point. Make sure you plan for it. In this episode we talk about what it could mean to your finances and retirement. We also talk about the key ways you can prepare for this expense.