Road to Retirement
By Christopher Anselmo and Anthony Marlette
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Episodes: 181
Description
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.
| Episode | Date |
|---|---|
|
How to Die Properly
|
Jan 31, 2026 |
|
What to Know About Filing 2025 Taxes
|
Jan 24, 2026 |
|
2026 Outlook
|
Jan 10, 2026 |
|
2025 Recap - Highs and Lows
|
Dec 20, 2025 |
|
New Changes in the Upcoming Tax Season
|
Dec 13, 2025 |
|
Senior Do's and Do Not's with Mike Nelson from Senior Care Authority
|
Nov 22, 2025 |
|
Use These Tips to Avoid Probate and Nursing Home Costs
|
Nov 15, 2025 |
|
What to Know About Medicare Open Enrollment - with Joe Provenzano, Pro Insurance Group
|
Nov 08, 2025 |
|
Road to Retirement with Guest Kyle Bergacker
|
Nov 01, 2025 |
|
Do's and Do Not's of Real Estate with Guest Mike Incorvaia Jr.
|
Oct 25, 2025 |
|
The Market Vs. The Economy; A Big Screen TV is no longer a Flex
|
Oct 18, 2025 |
|
4th Quarter Checklist; How's New Parenting Going?
|
Oct 11, 2025 |
|
Armani's Estate; First Time Dad Thoughts
|
Oct 04, 2025 |
|
What's More Volatile? The Economy, or the Browns QB room?
|
Aug 23, 2025 |
|
Big, Beautiful Bill summary & Tony and Zach for MLB Commissioner
|
Jul 12, 2025 |
|
Age 50 Checklist, The Art of Shuffling
|
Jun 21, 2025 |
|
Advice for Blended Families, and is Baseball Still Cool?
|
Jun 07, 2025 |
|
Financial and Legal Steps to take with young children AND is Bluey the best show on TV
|
May 31, 2025 |
|
Financial and Legal Periodic Review Plus the Benefits of Apple Cider Vinegar
|
May 17, 2025 |
|
minimizing the impact of debt; why are the NBA playoffs so long?
|
Apr 26, 2025 |
|
Taxes and Volatility
|
Apr 12, 2025 |
|
Fact vs. Fiction: One-Stop-Shop Financial Planning vs. Piecemeal Advisors
|
Mar 29, 2025 |
|
Estate Planning Mistakes to Avoid
|
Mar 22, 2025 |
|
Things Change, Plans Should Too
|
Mar 15, 2025 |
|
Life Planning 101 - From Taxes to Retirement and Beyond
|
Mar 08, 2025 |
|
Estate Planning for the Future
|
Mar 01, 2025 |
|
Why You Need a Power of Attorney
|
Feb 22, 2025 |
|
Issues with Aging Parents
|
Feb 08, 2025 |
|
How We Help Clients Under Age 50
|
Feb 01, 2025 |
|
Tax Prep Checklist
|
Jan 18, 2025 |
|
Financial Resolutions for the New Year
|
Jan 11, 2025 |
|
Financial Lessons from Christmas Movies
|
Dec 21, 2024 |
|
Financial Life Stages
|
Dec 14, 2024 |
|
Tips for the New Year
|
Dec 07, 2024 |
|
What is Your Financial Risk?
|
Nov 23, 2024 |
|
End of Year Financial & Legal Checklist
|
Nov 16, 2024 |
|
Renewed Opportunity
|
Nov 09, 2024 |
|
Different Financial Indexes
|
Oct 12, 2024 |
|
Third Quarter Financial Update
|
Oct 05, 2024 |
|
Savings Fundamentals
|
Sep 21, 2024 |
|
Combating Inflation
|
Sep 14, 2024 |
|
How Much Should You Keep in the Bank?
|
Sep 07, 2024 |
|
Big Retirement Mistakes
|
Aug 31, 2024 |
|
What's Going on with Interest Rates?
|
Aug 24, 2024 |
|
How to Protect Your Future
|
Aug 17, 2024 |
|
Market Update, Political Emotions and Investing
|
Jul 27, 2024 |
|
New Rules for Savings
|
Jul 20, 2024 |
|
Working In The Financial Field
|
Jul 13, 2024 |
|
State of the Brookside Financial Union
|
Jun 29, 2024 |
|
The Current State of the Economy and Your Finances
|
Jun 22, 2024 |
|
Market Trends and Economic News
|
Jun 15, 2024 |
|
Beware of Internet Legal Forms
|
Jun 08, 2024 |
|
Estate Planning Basics with Special Guest Zach Padden
|
May 25, 2024 |
|
Pick Your Protection - How to Protect Your Nest Egg
|
May 11, 2024 |
|
Market Update
|
May 04, 2024 |
|
Financial Resolutions for the New Year
|
Dec 23, 2023 |
|
Invest in Protection
|
Dec 09, 2023 |
|
What Do We Have To Be Thankful For?
|
Nov 18, 2023 |
|
Year-End Tax Strategies
|
Nov 11, 2023 |
|
Financial Steps for the Fall
|
Oct 14, 2023 |
|
Harnessing the Power of Social Security
|
Oct 07, 2023 |
|
Roth Conversion
|
Sep 23, 2023 |
|
Medicare Open Enrollment
|
Sep 16, 2023 |
|
Saving After 50
|
Sep 09, 2023 |
|
Hindsight is 20-20
|
Sep 02, 2023 |
|
Where Are We?
|
Aug 26, 2023 |
|
The Financial Puzzle Solver
|
Aug 12, 2023 |
|
Very Important Documents
|
Aug 05, 2023 |
|
Financial Trends
|
Jul 22, 2023 |
|
Top Estate Planning Mistakes to Avoid
|
Jul 15, 2023 |
|
How to Grow, Protect, and Preserve Savings
|
Jul 08, 2023 |
|
Opportunity Knocks
|
Jul 01, 2023 |
|
Mid Year Market Update
|
Jun 24, 2023 |
|
Peace of Mind for Your Legacy
|
Jun 17, 2023 |
|
How to Handle Inflation
|
Jun 10, 2023 |
|
New IRA Rules That You Need To Know
|
Jun 03, 2023 |
|
A Big Announcement and Financial Strategies
|
May 06, 2023 |
|
Inflation - How did we get here?
|
Jan 28, 2023 |
|
Keys for Selecting a Financial Professional
|
Dec 17, 2022 |
|
The Asset Management Process
|
Dec 03, 2022 |
|
Things to be Thankful for in 2022
|
Nov 19, 2022 |
|
Year-End Financial Checklist
|
Nov 12, 2022 |
|
Markets and Midterms
|
Nov 05, 2022 |
|
Changes for your Finances in 2023
|
Oct 29, 2022 |
|
Financial Townhall
|
Oct 15, 2022 |
|
The Right Pocket Trust for Long-Term Care Planning
|
Oct 08, 2022 |
|
The 7 Deadly Sins of Retirement Planning
|
Oct 01, 2022 |
|
Maximizing Your Social Security
|
Sep 17, 2022 |
|
Understanding Medicare
|
Sep 10, 2022 |
|
Federal Employee Benefits
|
Sep 03, 2022 |
|
Wills Do's and Don'ts
|
Aug 27, 2022 |
|
Financial Planning Mistakes to Avoid
|
Aug 20, 2022 |
|
Are Annuities Right for You?
|
Aug 13, 2022 |
|
How Do I Know When It’s Time to Retire?
|
Aug 06, 2022 |
|
The Importance of Mutual Funds
|
Jul 23, 2022 |
|
Breaking Down the Economy and Your Finances
|
Jun 25, 2022 |
|
Estate Planning and Probate
|
Jun 18, 2022 |
|
Strategies to Protect Yourself in a Volatile Market
|
Jun 11, 2022 |
|
Markets, Inflation and Your Retirement
|
Jun 04, 2022 |
|
The Ins and Outs of Life Insurance
|
May 21, 2022 |
|
Inflation and Your Finances
|
May 14, 2022 |
|
Market Volatility and Money Management
|
May 07, 2022 |
|
Financial Protection
|
Mar 26, 2022 |
|
Protecting Your Assets
|
Mar 05, 2022 |
|
Dealing with Market Volatility
|
Feb 26, 2022 |
|
Tax Changes and the Market
|
Feb 12, 2022 |
|
Looking Ahead at the Financial New Year
|
Nov 06, 2021 |
|
What's the Deal with Inflation?
|
Oct 30, 2021 |
|
The 4 Pieces of Financial Planning
|
Sep 18, 2021 |
|
What about ETF's?
|
Sep 11, 2021 |
|
Preparing for Retirement Together
|
Sep 04, 2021 |
|
A Guide to Roth IRAs
|
Aug 14, 2021 |
|
Mistakes and Questions
|
Aug 07, 2021 |
|
Nursing Home and Assisted Living Crises
|
Jul 31, 2021 |
|
Medicare Part 2
|
Jul 24, 2021 |
|
Tax Update - Delays and Child Tax Credits
|
Jul 17, 2021 |
|
Town Hall Questions
|
Jul 10, 2021 |
|
Medicare – A Beginner’s Guide
|
Jul 03, 2021 |
|
Welcome Tony
|
Jun 19, 2021 |
|
The Good, Bad and Ugly of Probate
|
Jun 05, 2021 |
|
Annuities as a Substitute
|
May 22, 2021 |
|
Protected Investments
|
Mar 06, 2021 |
|
Memory Care and Long-Term Care
|
Feb 27, 2021 |
|
Downsizing and Moving for Seniors
|
Feb 20, 2021 |
|
Tax Smart Retirement
|
Feb 13, 2021 |
|
Understanding Tax Changes
|
Jan 30, 2021 |
|
Location, Location, Location
|
Jan 09, 2021 |
|
Assisted Living Spotlight: Generations Senior Living
|
Dec 25, 2020 |
|
New Years Resolutions
|
Dec 12, 2020 |
|
Year-End Planning
|
Dec 05, 2020 |
|
Long-Term Care Crisis Planning with guest Matt Snyder
|
Nov 14, 2020 |
|
Senior Real-estate Specialists Part 2
|
Nov 07, 2020 |
|
Senior Real-estate Specialists
|
Oct 31, 2020 |
|
Age Based Investing
|
Oct 24, 2020 |
|
Nursing Home Protection Trust
|
Oct 10, 2020 |
|
All About Veteran's Benefits
|
Oct 03, 2020 |
|
Qualifying for Medicaid
|
Sep 26, 2020 |
|
Nursing Home 101
|
Sep 19, 2020 |
|
Reverse Mortgages
|
Sep 12, 2020 |
|
Payable on Death vs Trusts
|
Aug 29, 2020 |
|
8 Must-Know Social Security Rules
|
Aug 22, 2020 |
|
Paying for Long Term Care
|
Aug 08, 2020 |
|
Protecting Assets
|
Jul 25, 2020 |
|
Small Businesses, incorporation and taxation strategies
|
Jul 11, 2020 |
|
Creating a Retirement Plan
|
Jul 04, 2020 |
|
Free Advanced Directives
|
Jun 20, 2020 |
|
Recovering from a Late Start on Retirement
|
Jun 13, 2020 |
|
The Reliability of an Annuity
|
Jun 06, 2020 |
|
Peace of Mind Legacy Planning
|
May 30, 2020 |
|
Retirement Rumors to Ignore
|
May 16, 2020 |
|
Covid-19 and Your Financial Future
|
May 09, 2020 |
|
Taxes Are on Sale - How to Take Advantage of That
|
May 02, 2020 |
|
Techno Meetings to Fix Your Finances
|
Apr 11, 2020 |
|
Investing Safely
|
Mar 28, 2020 |
|
What Wealthy People Do Differently
|
Mar 07, 2020 |
|
Planning for Incapacity
|
Feb 29, 2020 |
|
We Retire Every Day
|
Feb 08, 2020 |
|
The SECURE Act: Changes to IRAs
|
Feb 01, 2020 |
|
Financial Resolutions and Improvements
|
Jan 25, 2020 |
|
Are the Millennials in Your Life Financially Wise
|
Dec 21, 2019 |
|
Estate Planning Blunders
|
Dec 07, 2019 |
|
Year End Tax Planning
|
Nov 23, 2019 |
|
Retirement Bucket List
|
Nov 16, 2019 |
|
Post-Mortem Planning
|
Nov 02, 2019 |
|
I Wish I Knew Then What I Know Now
|
Oct 26, 2019 |
|
How to Insure Your Investments
|
Oct 12, 2019 |
|
Should I Buy or Lease a Car?
|
Oct 05, 2019 |
|
Medicare Advantage Plans - What You Need To Know
|
Sep 28, 2019 |
|
Medicare Part 2
|
Sep 21, 2019 |
|
Understanding Medicare
|
Sep 14, 2019 |
|
Elder Abuse
|
Sep 07, 2019 |
|
Long-Term Care - Why It Matters to You
|
Aug 30, 2019 |
|
Protect Your Financial Data
|
Aug 24, 2019 |
|
Downloading Mayhem
|
Aug 10, 2019 |
|
Rollover Precautions
|
Aug 03, 2019 |
|
The 4 Step Retirement Strategy Workout
|
Jul 27, 2019 |
|
Financial Challenges for Women in Retirement
|
Jul 06, 2019 |
|
Probate Cancer
|
Jun 29, 2019 |
|
The Truth about Indexed Annuities
|
Jun 08, 2019 |
|
Long-Term Care, Medicaid and Nursing Homes
|
Jun 01, 2019 |
|
What is Brookside Tax and Financial Group and who is Chris Anselmo
|
Mar 30, 2019 |