Chris and Brian discuss the initial market reaction to the elections and the drivers behind it. They also talk about key indicators that measure an economic rebound – GDP, unemployment, new mortgage applications, credit card usage, etc.

Listen to Brian's view on tax-exempt bonds and value stocks. Chris shares some financial planning lessons learned.

Interested in how your retirement savings stacks up? Mike talks how important it is to pay yourself first. Scott & Cathi discuss how biological age factors into financial planning. Brian reviews how Trump and Biden compare on a stimulus package and funding infrastructure plans.

Chris talks about voting options and the coronavirus numbers. Why invest in bonds when interest rates are so low? Brian explains.

Chris welcomes Annalee Kruger, Founder and President of Care Right. Annalee is a geriatric family consultant and discusses challenges that seniors face and how having an aging plan can help.

Karen Gardner, Executive Director of Laurentide at Mashpee Commons, shares information about their senior living residence.

Chris welcomes Cyndy Jones (Founder), Nicole Spencer (Executive Director), and Kristen Boyd (Board Member) from Heroes in Transition to talk about the great work that they do to help veterans. They will be holding their 11th Annual Fall Gala At-Home Edition on November 6th.

Melanie Braverman (Co-Founder of Alzheimer's Family Support Center of Cape Cod tells about the services that they provide to help patients with cognitive decline and their caregivers.

Chris welcomes Amy Barao Kullar, Esquire, from Patricia Mello & Associates, LLC to talk about Medicaid planning. Medicaid (known as MA Health in Massachusetts) has requirements that must be met before coverage eligibility. Chris also talks with Christine Cross, Executive Director, Bridges by EPOCH at Mashpee, about their cognitive care residence.

Brian talks about the market in two acts – one of uncertainty over the next few months, and the other providing more stability after the elections and the Covid-19 vaccine trials progress. Chris welcomes Bob Tranchell from The Federal Savings Bank who shares how a HECM can make a house function like an IRA or 401k, and the HECM to purchase product.

AMR continues the long-term care discussion. Joy Tower, Regional Director, and Mary Ellen Greenfield, Culinary Director, of Maplewood join to talk about their senior living residences. Scott and Chris attended the national FPA Annual Conference 2020 to stay current on the latest financial planning resources. Chris answers a mailbag question "Will social security run out?"

Insurance is a key tool to mitigate risk. Chris and Robert Vandy, President of Advisors Insurance Brokers, talk about how long-term care insurance works, why it is needed, costs to consider, and policy features – for both traditional and hybrid products.

Joanna Lovely, Executive Director of Mill Hill senior residence, tells about their assisted living and cognitive care facilities. Mike and Marcia Perna share a personal story about how to fund long-term care. AMR talks about financial scam – from home repair, to the black widow, to grandparent scams.