106 episodes
Road to Retirement Chris Anselmo
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- Business
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5.0 • 3 Ratings
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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.
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New IRA Rules That You Need To Know
In 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.
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A Big Announcement and Financial Strategies
In 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.
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Inflation - 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.
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Keys for Selecting a Financial Professional
In 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.
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The Asset Management Process
From data gathering, to the monitoring stage, in this episode we discuss the general process for managing assets with Brookside.
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Things to be Thankful for in 2022
2022 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.
Customer Reviews
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Best Retirement Advice
Chris, this is the best retirement advice I’ve ever gotten. I have extensively researched how to prepare for retirement, and you, sir, have enlightened me like no other. Keep up the good work—I’ll be listening.