What's the Deal with Inflation?
In this episode we discuss the rising inflation and what it means to you and your financial planning.
Road to Retirement
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About
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.
The 4 Pieces of Financial Planning
In this episode Chris goes over the 4 most important parts of your financial plans.
What about ETF's?
In this episode we look at ETF's (Exchange Traded Funds) and how they might fit into your financial plan.
Preparing for retirement together
Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing bet...
A Guide to Roth IRAs
Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight t...
Mistakes and Questions
401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(...
Nursing Home and Assisted Living Crises
Chris welcomes special guest Matt Snyder to discuss the Nursing Home and Assisted Living crises and what you can do to help avoid it.
Medicare Part 2
In this episode Chris welcomes not one, but two Tony's to the show! They talk about Medicare and why you need a plan for healthcare in retirement.
Tax Update - Delays and Child Tax Credits
Chris and Jeff talk about the delays with tax returns and what to expect from the child tax credits.
Town Hall Questions
In this episode Chris let's his cohost come up with various questions about retirement, income and estate planning.