131 episodes

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Road to Retirement Christopher Anselmo

    • Business

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

    Market Trends and Economic News

    Market Trends and Economic News

    In this episode we decipher the latest economic news to help you make informed financial decisions and how it's affecting current market trends.

    Beware of Internet Legal Forms

    Beware of Internet Legal Forms

    In 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.

    Estate Planning Basics with Special Guest Zach Padden

    Estate Planning Basics with Special Guest Zach Padden

    We 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.

    Pick Your Protection - How to Protect Your Nest Egg

    Pick Your Protection - How to Protect Your Nest Egg

    Worried 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.

    What Happened With Your Taxes?

    What Happened With Your Taxes?

    Tax season is over, but are you wondering if you could have paid less? Received a bigger refund? We talk about what you can do going forward to minimize your tax burden and hang onto more of your money.

    Financial Resolutions for the New Year

    Financial Resolutions for the New Year

    As we head into the new year, we talk about some helpful tips on improving your financial outlook and which resolutions can help with that.

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