Road to Retirement

People are living longer, but more and more people are also needing long-term care. Dealing with major healthcare issues in retirement can be very litigious, especially in the event you or your spouse becomes incapacitated. In this episode Chris talks about ways to plan for this to avoid expensive and legal mistakes.

Chris Anselmo goes through the planning and process of retirement and creating a retirement income everyday. He's been helping people plan their retirements for many years. In this episode he talks about the importance of working with an advisor for a solid income plan, tax plan, legacy plan and more.

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

In this episode Chris gives Tony a hard time about his new years resolutions and offers helpful tips on helping you with your financial goals and resolutions. Setting them and keeping them. Helping your investments and finances!

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.

You don't want to leave family or loved ones in a bad place after you are gone. You need to be putting more time into estate planning strategies, all the while avoiding the mistakes the people commonly made. In this episode Chris explains what to do and what not to do and why it's so important.

It's that time of year...you need to think about minimizing your tax burden for the year. You need to look at the deadlines for tax differed accounts and required minimum distributions. In this episode we cover what you need to know to help you with your year-end tax planning.

What's on your bucket list for retirement? Travel? New hobbies? New job? It's good to have a list, but you also need a plan so you can physically and financially achieve your dreams and goals. In this episode we talk about ways to help accomplish that.

No one likes to think about it, but we all need a plan in case of our passing. You don't want to leave your family and loved ones in a bad situation. When it comes to debt, taxes and insurance there are a lot of strategies to minimize any financial burdens your passing might cause. We also talk about strategies to maximize what you leave behind for them.

Hindsight is 20/20... Especially when it comes to financial decisions and retirement planning. There are roadblocks I'm hitting that I should have planned for... In this episode Chris addresses those potential roadblocks and how to plan for them.