Road to Retirement

In this episode we look at Advanced Directives for legacy and estate planning. We talk about what they are, why they are important and how to make sure you have them.

Three ways to help you recover from a slow or unorganized plan for retirement.

There are a lot of different types of annuities and a lot confusion out there. Annuities can provide a steady stream of retirement income if utilized properly. In this episode we talk about different types of annuities, how they work and how/when they may be part of a financial strategy.

You don't want to leave your loved ones in a bad situation. Preparing ahead with powers of attorney, wills and trusts is so important to preserve your savings and assets. In this episode Chris talks about the important things that need to be done and some legacy planning strategies.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

What is the current pandemic and economy doing to your finances? It is affecting portfolios, retirement saves and more. We talk about that and how it's affecting taxes as well. In this episode Chris gives helpful advice to deal with the current financial landscape.

In this episode we discuss the current state of finances and how to take advantage of the low tax rate to grow and protect your retirement accounts and investments.

The Covid-19 crisis has changed a lot of things, but your taxes, your finances and your retirement accounts still need to be dealt with and maintained. In this episode we talk about how to do that and how to help make sure you have a solid plan in place.

With the markets going crazy you need to make sure you know what type of risk you have and what you can handle. In this episode Chris talks about the current state of the markets and how to invest safely.

In this episode Chris dives into some habits and strategies of wealthy individuals that we can apply to improve our own finances.