In this episode Chris talks about risk and protecting your investments.

Road to Retirement

Protected Investments

In this episode Chris and Matt welcome special guests from Arden Courts to talk about Memory Care and Long-term Care.

Memory Care and Long-Term Care

In this episode Chris and Matt welcome Karen Ramba from Caring Transitions to talk about senior living, moving and downsizing.

Downsizing and Moving for Seniors

In this show we talk about how it is possible to have a tax smart retirement. If you plan ahead and work with a financial professional you help to minimized that tax burden in retirement.

Tax Smart Retirement

In this show we dive into some changes you need to know about before filing your taxes.

Understanding Tax Changes

In this episode Chris talks about the new Brookside office building, a bank vault and why you need a financial plan for 2021, or at least a second opinion on your current plan.

Location, Location, Location

In this episode Chris talks about Assisted Living, Senior Living and Long-Term Care. What you need to know and how to manage it financially.

Assisted Living Spotlight: Generations Senior Living

In this episode Chris talks about some good financial resolutions for the next year that will help you with your finances and savings.

New Years Resolutions

In this episode we talk about what you need to do before the end of the year regarding your finances, Medicare and taxes.

Year-End Planning

Matt Snyder is on to discuss some Long-Term Care options and some pitfalls to avoid.

Long-Term Care Crisis Planning with guest Matt Snyder

In this episode Chris welcomes back Matt, Pamela and Cindy to talk about the real estate market for seniors.

Senior Real-estate Specialists Part 2

Chris and Matt welcome special guests Pamela and Cindy, Senior Real Estate Specialists, to talk about the housing market and real estate for seniors.

Senior Real-estate Specialists

Things change as we get older and our investing should too. In this episode Chris talks about tips and strategies for investing based on your personal situation and your age.

Age Based Investing

In this episode Chris welcomes in special guests to talk about the importance of having a plan in place to deal with the high costs of long-term and nursing home care and minimizing the financial liabilities for your loved ones as well. You need to protect your funds and your legacy from being taken to cover nursing home costs.

Nursing Home Protection Trust

Many Veterans are missing out on benefits. In this episode Chris and Matt discuss the various Veteran's benefits and helpful tips on how to not miss out.

All About Veteran's Benefits

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.