In this episode Tony Marlette Jr. talks about why you want to work with a financial professional and what you need to look for to find the right person for you.
2022 was a volatile year for finances, but we look at the positives and talk about things to be thankful for this past year as we head into the new year.
During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.
There are a number of changes coming in 2023 that could change your financial outlook and now is the time to prepare for them. We talk about that and more in this episode.
In this episode we talk about current financial concerns and what can be done.
29 min
About Road to Retirement
From the publisher's feed
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.