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!

Road to Retirement

Financial Resolutions and Improvements

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.

Are the Millennials in Your Life Financially Wise

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.

Estate Planning Blunders

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.

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.

Retirement Bucket List

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.

Post-Mortem Planning

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.

I Wish I Knew Then What I Know Now

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.

How to Insure Your Investments

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.

Should I Buy or Lease a Car?

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.

Medicare Advantage Plans - What You Need To Know

In this episode we talk about everything you need to know about traditional Medicare. Enrollment, and the various parts and costs of Medicare.

Medicare Part 2

In this episode Chris brings on Mark, a Medicare specialist to tell us what we need to know about medicare and how to get the information we need to help us have the best plan possible.

Understanding Medicare

Elder abuse is a growing problem. We talk about what's happening and what can be done about it. Be prepared and be watchful of scams and those that prey on seniors and the elderly.

Elder Abuse

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.

Long-Term Care - Why It Matters to You

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?

Protect Your Financial Data

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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Road to Retirement

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