Road to Retirement

Chris and Jeff talk about the delays with tax returns and what to expect from the child tax credits.

In this episode Chris let's his cohost come up with various questions about retirement, income and estate planning.

Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.

In this episode Chris welcomes investment advisor representative Tony Marlette. Tony is a new addition to the team at Brookside and they discuss insurance and other financial topics.

In this episode Chris tackles the tough topic of probate and estate planning. What is probate and is it necessary? Listen in to find out.

In this episode get the straight talk on what annuities really are and how they should be used.

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

In this episode Chris and Matt welcome special guests from Arden Courts to talk about 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.

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.