Shows
Road to Retirementminimizing the impact of debt; why are the NBA playoffs so long?Tony and Zach (and Tony) talk about the impact debt can have on you, and how to minimize it. They also tackle 2 big questions... "Why are the NBA playoffs so long?" and "Is Zach's basketball career over?" It's more about your finances and debt, but these questions are raised.2025-04-2600 minRoad to RetirementTaxes and VolatilityThis episode examines the intricate relationship between tax strategies and market volatility, highlighting how one can influence the other. We discuss how market swings can create both challenges and opportunities for tax planning, from capital gains and losses to tax-loss harvesting techniques. Learn how to navigate volatile markets with tax efficiency in mind to potentially minimize your tax burden and protect your investment returns.2025-04-1200 minRoad to RetirementFact vs. Fiction: One-Stop-Shop Financial Planning vs. Piecemeal AdvisorsIn this episode, we tackle the myths and truths surrounding retirement planning, focusing on the choice between a one-stop-shop financial planner and piecing together multiple specialists. Many retirees wonder whether consolidating all their financial needs under one advisor is truly the best approach, or if a more fragmented strategy is better suited to their needs.
We’ll explore the pros and cons of each model, clarify common misconceptions, and discuss how a holistic approach to retirement planning can provide more comprehensive, cohesive solutions. Whether you’re considering different advisory structures for your clients or refining your own financial strategy, this epis...2025-03-2900 minRoad to RetirementEstate Planning Mistakes to AvoidIn this episode, we delve into the common pitfalls people make when crafting their estate plans, highlighting costly errors that can jeopardize your family's future. We'll explore the importance of regularly updating your documents, understanding tax implications, and properly designating beneficiaries to ensure your assets are distributed according to your wishes. Learn practical strategies to safeguard your legacy and avoid unnecessary legal battles for your loved ones.2025-03-2200 minRoad to RetirementThings Change, Plans Should TooIn this episode, we explore why rigid estate and financial plans can crumble under life's inevitable curveballs. We'll discuss how to build flexibility into your planning, adapting to changes in family dynamics, market fluctuations, and evolving personal goals. Learn actionable strategies to ensure your legacy and financial security stay on track, no matter what surprises life throws your way.2025-03-1500 minRoad to RetirementLife Planning 101 - From Taxes to Retirement and BeyondIn this episode, we break down the fundamentals of comprehensive life planning, starting with optimizing your tax strategy and building a solid retirement foundation. We'll explore how to navigate complex financial decisions, from insurance to estate planning, ensuring your future is secure. Finally, we'll discuss the importance of aligning your financial goals with your personal values, creating a roadmap for a fulfilling life beyond retirement.2025-03-0800 minRoad to RetirementEstate Planning for the FutureIn this episode, we demystify estate planning, covering essential steps to secure your assets and legacy. We'll explore key documents like wills and trusts, and discuss how to navigate complex tax implications for your beneficiaries. Finally, we'll offer practical advice on starting the conversation with loved ones and ensuring your financial future is protected.2025-03-0100 minRoad to RetirementWhy You Need a Power of AttorneyThis week, we discuss why everyone, regardless of age or wealth, needs a Power of Attorney. We'll cover the different types of POAs, what they authorize, and how to set one up. Protect yourself and your loved ones by understanding this essential legal document.2025-02-2200 minRoad to RetirementIssues with Aging ParentsNavigating the financial complexities of caring for aging parents can be overwhelming. This week, Zach Padden talks about common financial challenges, from managing healthcare costs to understanding long-term care options. We'll also explore strategies for having open and honest conversations about money with your family.2025-02-0800 minRoad to RetirementHow We Help Clients Under Age 50Navigating the financial world before 50 can feel overwhelming, but it doesn't have to be. This week, we're diving into tailored strategies for younger clients, covering everything from early-career investing to planning for a growing family. Join us as we break down actionable steps to build a solid financial foundation for your future.2025-02-0100 minRoad to RetirementTax Prep ChecklistThe "Tax Prep Checklist" episode dives deep into the essential steps to ensure a smooth and successful tax filing season. We'll cover gathering all necessary documents, understanding common deductions and credits, and identifying potential tax planning opportunities to minimize your tax burden. This episode will empower you with the knowledge and tools to navigate tax season with confidence and maximize your refund.2025-01-1800 minRoad to RetirementFinancial Resolutions for the New YearIn this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.2025-01-1100 minRoad to RetirementFinancial Lessons from Christmas MoviesIn this very special and fun episode, we talk about our favorite Christmas movies along with financial and life lessons.2024-12-2100 minRoad to RetirementFinancial Life StagesThis episode dives into the different financial stages of life, from early adulthood to retirement. We'll discuss key financial milestones, budgeting strategies, investment tips, and retirement planning. Whether you're just starting out or nearing retirement, this episode will provide valuable insights to help you achieve your financial goals.2024-12-1400 minRoad to RetirementTips for the New YearKickstart your financial journey in the new year with expert advice. This episode delves into practical strategies to help you save more, invest wisely, and achieve your long-term financial goals. From basics to advanced investment techniques, we've got you covered. Tune in to gain valuable insights and take control of your financial future.2024-12-0700 minRoad to RetirementWhat is Your Financial Risk?In this episode, we delve into the concept of financial risk, exploring its different types and how they can impact your financial health. We'll discuss strategies to assess your risk tolerance and develop a personalized risk management plan. By understanding your financial risk, you can make informed decisions to help protect your future.2024-11-2300 minRoad to RetirementEnd of Year Financial & Legal ChecklistAs the year draws to a close, it's crucial to take stock of your financial and legal affairs. In this episode, we'll guide you through essential tasks like reviewing your investments, tax planning strategies, and estate planning considerations. We'll also discuss important legal documents to revisit and potential legal implications of year-end decisions.2024-11-1600 minRoad to RetirementRenewed OpportunityElections, markets, taxes and more!2024-11-0900 minRoad to RetirementDifferent Financial IndexesIn this episode, we break down the different financial indexes and explain what they mean for your investment portfolio. From the S&P 500 to the Dow Jones Industrial Average and beyond, we cover how these benchmarks reflect market performance and economic trends. Tune in to learn how to interpret these indexes and use them to inform your financial strategies.2024-10-1200 minRoad to RetirementThird Quarter Financial UpdateIn this episode, we look at market trends, and economic indicators to provide you with a comprehensive overview of the financial landscape. Join us as we discuss the factors driving market volatility and explore would could be in store for the coming months.2024-10-0500 minRoad to RetirementSavings FundamentalsIn this episode we talk about the basics of saving money. Discover effective strategies to build an emergency fund, tackle debt, and reach your long-term financial goals. Join us as we explore essential tips and tricks for saving wisely.2024-09-2100 minRoad to RetirementCombating InflationIn this episode we talk about the complexities of inflation and explore practical strategies to combat its effects on your finances. Join us as we discuss the root causes of inflation, analyze its impact on various asset classes, and provide actionable tips to safeguard your wealth during inflationary times.2024-09-1400 minRoad to RetirementHow Much Should You Keep in the Bank?In this episode, we discuss how much cash you should ideally keep in your bank accounts. We'll cover the pros and cons of different savings vs. investing options and help you determine the right balance for your financial situation. Tune in to learn how to make the most of your money!2024-09-0700 minRoad to RetirementBig Retirement MistakesIn this episode we dive deep into the most common financial errors that can derail your retirement dreams. Join us as we discuss everything from neglecting to save early to overestimating returns and underestimating expenses. Discover how to avoid these pitfalls and secure a comfortable retirement.2024-08-3100 minRoad to RetirementWhat's Going on with Interest Rates?In this episode, we dive deep into the world of interest rates. We'll discuss the factors influencing current rate hikes and explore potential implications for your personal finances. What will the Fed do next? Tune in to learn how to navigate this economic landscape and make informed decisions about your savings and investments.2024-08-2400 minRoad to RetirementHow to Protect Your FutureIn this episode we discuss the importance of keeping track of all of your financial and estate planning information and keeping it safe. We talk about ways to do this, including the use of the Generational Vault.2024-08-1700 minRoad to RetirementMarket Update, Political Emotions and InvestingThe market has been on an upward run, and political tensions are high. We break down the latest market trends and discuss how political climate may or may not impact your investments. Learn how to navigate these turbulent times and make informed financial decisions.2024-07-2700 minRoad to RetirementNew Rules for SavingsThe world of finance is ever-changing, and retirement savings strategies need to adapt. This episode dives into the latest trends and adjustments you should consider to build a secure and fulfilling future. We'll unpack how factors like inflation, the job market, and new investment options are impacting your retirement goals.2024-07-2000 minRoad to RetirementWorking In The Financial FieldWhat's it like to work in the world of financial planning? What are the jobs we do at Brookside Tax and Financial? We discuss this and more in this week's episode.2024-07-1300 minRoad to RetirementState of the Brookside Financial UnionIn this episode we talk about what it is we do, how it's changing and what we're doing to improve and support your financial journey.2024-06-2900 minRoad to RetirementThe Current State of the Economy and Your FinancesWith interest rates, inflation and the coming election, we talk about what you can expect and how it may affect your finances. We look at asset allocations and also retirement income strategies.2024-06-2200 minRoad to RetirementMarket Trends and Economic NewsIn this episode we decipher the latest economic news to help you make informed financial decisions and how it's affecting current market trends.2024-06-1500 minRoad to RetirementBeware of Internet Legal FormsIn this episode, we discuss the potential pitfalls of using internet legal forms for your financial and estate planning needs. We highlight common issues and oversights that can arise, and explain why professional legal advice is crucial. Tune in to learn how to protect yourself and ensure your documents are legally sound.2024-06-0800 minRoad to RetirementEstate Planning Basics with Special Guest Zach PaddenWe welcome Estate Planning Attorney Zach Padden to help break down the essentials of creating an estate plan, why it's important at any life stage, and how to get started without feeling overwhelmed. Tune in and gain peace of mind knowing your wishes will be met.2024-05-2500 minRoad to RetirementPick Your Protection - How to Protect Your Nest EggWorried about risk and volatility draining your retirement savings? In this episode we talk about tools and options to minimize risk and protect your nest egg.2024-05-1100 minRoad to RetirementMarket UpdateIn this episode we talk about the markets and more.2024-05-0400 minRoad to RetirementFinancial Resolutions for the New YearAs we head into the new year, we talk about some helpful tips on improving your financial outlook and which resolutions can help with that.2023-12-2300 minRoad to RetirementInvest in ProtectionWe talk about the various financial strategies and tools available to help protect your investments as you head toward and in retirement.2023-12-0900 minRoad to RetirementWhat Do We Have To Be Thankful For?In this show we talk about what we can be thankful for, from an economic standpoint and personally.2023-11-1800 minRoad to RetirementYear-End Tax StrategiesThere are many things you can do to possibly minimize your tax burden before the end of the year, for the current tax year and for retirement. In this episode we go over some helpful strategies.2023-11-1100 minRoad to RetirementFinancial Steps for the FallIn this episode we talk about financial steps to take before the end of the year.2023-10-1400 minRoad to RetirementHarnessing the Power of Social SecurityDuring this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.2023-10-0700 minRoad to RetirementRoth ConversionWhat is a Roth conversion and why is it so important? We talk about why you might want to make a Roth conversion and how to avoid mistakes.2023-09-2300 minRoad to RetirementMedicare Open EnrollmentIn this episode, we'll cover everything you need to know about this important time of year, including what plans are available, how to compare them, and what to do to make sure you're getting the best coverage for your needs. Stay tuned for tips on how to save money and get the most out of your Medicare benefits.2023-09-1600 minRoad to RetirementSaving After 50During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.2023-09-0900 minRoad to RetirementHindsight is 20-20In this episode we talk about the things people wish they had known or done before retirement.2023-09-0200 minRoad to RetirementWhere Are We?In this episode we talk about where are at with the economy and the markets and where we might be headed.2023-08-2600 minRoad to RetirementThe Financial Puzzle SolverEveryone has a unique financial puzzle. How does it all fit together? In this episode we discuss what you need to know to fit your puzzle pieces together!2023-08-1200 minRoad to RetirementVery Important DocumentsIn this episode, Chris talks about which documents in your life (such as for your investments, finances and estate) are most important, and how to keep them organized.2023-08-0500 minRoad to RetirementFinancial TrendsIn this episode we discuss some current financial trends and how they may affect your financial and retirement plans.2023-07-2200 minRoad to RetirementTop Estate Planning Mistakes to AvoidIn this episode we talk about the most common and costly estate planning mistakes people make.2023-07-1500 minRoad to RetirementHow to Grow, Protect, and Preserve SavingsIn this episode we talk about how to get at least two of the 3... growth, protection, and savings.2023-07-0800 minRoad to RetirementOpportunity KnocksIn todays episode we discuss the opportunities that have recently become available for fixed index annuities due to higher interest rates.2023-07-0100 minRoad to RetirementMid Year Market UpdateTony Marlette is flying solo today. He goes over the market's performance during the first half of 2023 and a few predictions for the 2nd half.2023-06-2400 minRoad to RetirementPeace of Mind for Your LegacyIn this episode we talk about how to have peace of mind knowing your legacy, health and estate are planned out in the way you want, so they won't leave your loved ones with a burden.2023-06-1700 minRoad to RetirementHow to Handle InflationIn this episode we talk about possible financial strategies to use during high inflation.2023-06-1000 minRoad to RetirementNew IRA Rules That You Need To KnowIn this episode we talk about the recent changes to the rules for IRA's... What you need to know and what it means for you.2023-06-0300 minRoad to RetirementA Big Announcement and Financial StrategiesIn this episode Tony Marlette Jr. has a big announcement and Chris talks about what's going on in the financial world as well as RMD strategies.2023-05-0600 minRoad to RetirementInflation - How did we get here?When the lead story in the news is the price of eggs, you know there's a problem. We talk about the current rate of inflation and how we got here.2023-01-2800 minRoad to RetirementKeys for Selecting a Financial ProfessionalIn 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.2022-12-1700 minRoad to RetirementThe Asset Management ProcessFrom data gathering, to the monitoring stage, in this episode we discuss the general process for managing assets with Brookside.2022-12-0300 minRoad to RetirementThings to be Thankful for in 20222022 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.2022-11-1900 minRoad to RetirementYear-End Financial ChecklistDuring 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.2022-11-1200 minRoad to RetirementMarkets and MidtermsWe take a look at what's happening with the markets and how the current political climate might influence your finances.2022-11-0500 minRoad to RetirementChanges for your Finances in 2023There 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.2022-10-2900 minRoad to RetirementFinancial TownhallIn this episode we talk about current financial concerns and what can be done.2022-10-1500 minRoad to RetirementThe Right Pocket Trust for Long-Term Care PlanningIn this episode Chris breaks down the long-term care problem and the elder care long-term care trust that can help.2022-10-0800 minRoad to RetirementThe 7 Deadly Sins of Retirement PlanningIn this show we discuss 7 critical mistakes people make when planning for retirement.2022-10-0100 minRoad to RetirementMaximizing Your Social SecurityDon't settle for a reduced benefit. Today we talk about what you need to know to maximize your Social Security.2022-09-1700 minRoad to RetirementUnderstanding MedicareMedicare is important, but there is a lot more to it than most people realize. In this episode we talk about Medicare and how to make sure you have full coverage and understand the open enrollment period.2022-09-1000 minRoad to RetirementFederal Employee BenefitsAs Brookside Financial is a Federal Benefits Specialist Advisor, we are in a unique position to discuss the special provisions and calculations involved with Federal Employee Retirement System (FERS). Listen as Chris and Tony review the benefits of this program for Federal Employees.2022-09-0300 minRoad to RetirementWills Do's and Don'tsIn this episode we discuss Wills, what you should include and the things that you shouldn't.2022-08-2700 minRoad to RetirementFinancial Planning Mistakes to AvoidIn this episode Chis and Tony Marlette discuss financial planning mistakes to avoid and what to do if they happen.2022-08-2000 minRoad to RetirementAre Annuities Right for You?In this episode we look at annuities...what are they, how they are used and are they right for you?2022-08-1300 minRoad to RetirementHow Do I Know When It’s Time to Retire?During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.2022-08-0600 minRoad to RetirementThe Importance of Mutual FundsMutual Funds are an important part of financial planning. We talk about how they work and what you need to know to better understand them.2022-07-2300 minRoad to RetirementBreaking Down the Economy and Your FinancesThe perfect storm... Rising inflation, rising interest rates and a bear market. In this episode we talk about what's happening and what you can do to weather the storm.2022-06-2500 minRoad to RetirementEstate Planning and ProbateYou don't want to leave your loved ones with a mess, and you don't want too much of your money to go to attorney's fees and the courts. In this episode Chris talks about what you can do to help prevent that.2022-06-1800 minRoad to RetirementStrategies to Protect Yourself in a Volatile MarketDuring this episode, we’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.2022-06-1100 minRoad to RetirementMarkets, Inflation and Your RetirementHow could the current markets and inflation affect your retirement accounts and your retirement? In this episode we take a look at where we are at and what can be done.2022-06-0400 minRoad to RetirementThe Ins and Outs of Life InsuranceDo you need life insurance? If so, what kind and how much? What are the benefits? In this episode we address those questions.2022-05-2100 minRoad to RetirementInflation and Your FinancesHow can you protect your finances from rising inflation? In this episode we talk about strategies to help during times of rising inflation.2022-05-1400 minRoad to RetirementMarket Volatility and Money ManagementThe markets have been extremely volatile, coupled with inflation and rising interest rates this can take a bit out of your savings. In this episode we discuss tips and strategies to help deal with these issues.2022-05-0700 minRoad to RetirementFinancial ProtectionIn this episode Chris, Tony, Tony talk about protection. We use insurance to protect our cars, our health and our homes, but what about your savings and retirement funds?2022-03-2600 minRoad to RetirementProtecting Your AssetsIn this episode we discuss the importance of protecting your assets and making sure it doesn't all go for long-term care.2022-03-0500 minRoad to RetirementDealing with Market VolatilityHow can you handle market volatility? In this episode we discuss strategies and tips for dealing with your finances during the ups and downs of the market.2022-02-2600 minRoad to RetirementTax Changes and the MarketIn this episode we discuss the latest tax changes and strategies as well as what the market volatility means to your finances.2022-02-1200 minRoad to RetirementLooking Ahead at the Financial New YearIn this episode we talk about what you need to financially prepare for in 2022.2021-11-0600 minRoad to RetirementWhat's the Deal with Inflation?In this episode we discuss the rising inflation and what it means to you and your financial planning.2021-10-3000 minRoad to RetirementThe 4 Pieces of Financial PlanningIn this episode Chris goes over the 4 most important parts of your financial plans.2021-09-1800 minRoad to RetirementWhat about ETF's?In this episode we look at ETF's (Exchange Traded Funds) and how they might fit into your financial plan.2021-09-1100 minRoad to RetirementPreparing for Retirement TogetherLooking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.2021-09-0400 minRoad to RetirementA Guide to Roth IRAsRoth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.2021-08-1400 minRoad to RetirementMistakes and Questions401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.2021-08-0700 minRoad to RetirementNursing Home and Assisted Living CrisesChris welcomes special guest Matt Snyder to discuss the Nursing Home and Assisted Living crises and what you can do to help avoid it.2021-07-3100 minRoad to RetirementMedicare Part 2In this episode Chris welcomes not one, but two Tony's to the show! They talk about Medicare and why you need a plan for healthcare in retirement.2021-07-2400 minRoad to RetirementTax Update - Delays and Child Tax CreditsChris and Jeff talk about the delays with tax returns and what to expect from the child tax credits.2021-07-1700 minRoad to RetirementTown Hall QuestionsIn this episode Chris let's his cohost come up with various questions about retirement, income and estate planning.2021-07-1000 minRoad to RetirementMedicare – A Beginner’s GuideMedicare 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.2021-07-0300 minRoad to RetirementWelcome TonyIn 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.2021-06-1900 min