http://www.brooksidetax.com https://financially-tuned.s3.us-east-2.amazonaws.com/public/anselmo.jpg http://www.brooksidetax.com en-us Wed, 28 May 2025 21:05:31 +0000 Christopher Anselmo no Brookside Tax & Financial Groupsocial,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,servicesSmall 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. When a part of your financial strategy is out of place, your long-term goals, your retirement savings, your legacy all suffer.radio@gradientps.comChristopher Anselmo Sat, 17 May 2025 00:00:00 +0000 episode-8388 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 17 May 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we tackle the importance and strategies for periodic reviews of your legal documents and your financial plan. We also talk about the apple cider vinegar craze.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 26 Apr 2025 00:00:00 +0000 episode-8280 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 26 Apr 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Apr 2025 00:00:00 +0000 episode-8243 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 12 Apr 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)This 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 29 Mar 2025 00:00:00 +0000 episode-8173 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 29 Mar 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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 episode will help you navigate the complexities of planning for a secure retirement.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 22 Mar 2025 00:00:00 +0000 episode-8124 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 22 Mar 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 15 Mar 2025 00:00:00 +0000 episode-8086 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 15 Mar 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Mar 2025 00:00:00 +0000 episode-8055 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 08 Mar 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 01 Mar 2025 00:00:00 +0000 episode-8025 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 01 Mar 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 22 Feb 2025 00:00:00 +0000 episode-7999 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 22 Feb 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)This 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Feb 2025 00:00:00 +0000 episode-7953 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 08 Feb 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Navigating 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 01 Feb 2025 00:00:00 +0000 episode-7936 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 01 Feb 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Navigating 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 18 Jan 2025 00:00:00 +0000 episode-7888 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 18 Jan 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)The "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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 11 Jan 2025 00:00:00 +0000 episode-7855 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 11 Jan 2025 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 21 Dec 2024 00:00:00 +0000 episode-7810 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 21 Dec 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this very special and fun episode, we talk about our favorite Christmas movies along with financial and life lessons.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 14 Dec 2024 00:00:00 +0000 episode-7786 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 14 Dec 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)This 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 Dec 2024 00:00:00 +0000 episode-7756 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 Dec 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Kickstart 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 23 Nov 2024 00:00:00 +0000 episode-7704 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 23 Nov 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 16 Nov 2024 00:00:00 +0000 episode-7691 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 16 Nov 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)As 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 09 Nov 2024 00:00:00 +0000 episode-7657 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 09 Nov 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Elections, markets, taxes and more!social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Oct 2024 00:00:00 +0000 episode-7571 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 12 Oct 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Oct 2024 00:00:00 +0000 episode-7553 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 05 Oct 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 21 Sep 2024 00:00:00 +0000 episode-7495 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 21 Sep 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 14 Sep 2024 00:00:00 +0000 episode-7477 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 14 Sep 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 Sep 2024 00:00:00 +0000 episode-7445 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 Sep 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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!social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 31 Aug 2024 00:00:00 +0000 episode-7426 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 31 Aug 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 24 Aug 2024 00:00:00 +0000 episode-7402 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 24 Aug 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 17 Aug 2024 00:00:00 +0000 episode-7370 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 17 Aug 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 27 Jul 2024 00:00:00 +0000 episode-7309 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 27 Jul 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)The 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 20 Jul 2024 00:00:00 +0000 episode-7285 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 20 Jul 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)The 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 13 Jul 2024 00:00:00 +0000 episode-7251 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 13 Jul 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)What'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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 29 Jun 2024 00:00:00 +0000 episode-7212 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 29 Jun 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 22 Jun 2024 00:00:00 +0000 episode-7187 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 22 Jun 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)With 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 15 Jun 2024 00:00:00 +0000 episode-7164 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 15 Jun 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we decipher the latest economic news to help you make informed financial decisions and how it's affecting current market trends.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Jun 2024 00:00:00 +0000 episode-7144 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 08 Jun 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 25 May 2024 00:00:00 +0000 episode-7100 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 25 May 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 11 May 2024 00:00:00 +0000 episode-7053 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 11 May 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 04 May 2024 00:00:00 +0000 episode-7023 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 04 May 2024 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about the markets and more.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 23 Dec 2023 00:00:00 +0000 episode-6575 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 23 Dec 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 09 Dec 2023 00:00:00 +0000 episode-6534 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 09 Dec 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)We talk about the various financial strategies and tools available to help protect your investments as you head toward and in retirement.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 18 Nov 2023 00:00:00 +0000 episode-6460 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 18 Nov 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this show we talk about what we can be thankful for, from an economic standpoint and personally.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 11 Nov 2023 00:00:00 +0000 episode-6438 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 11 Nov 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)There 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 14 Oct 2023 00:00:00 +0000 episode-6335 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 14 Oct 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about financial steps to take before the end of the year.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 Oct 2023 00:00:00 +0000 episode-6305 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 Oct 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)During 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 23 Sep 2023 00:00:00 +0000 episode-6258 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 23 Sep 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)What 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 16 Sep 2023 00:00:00 +0000 episode-6236 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 16 Sep 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 09 Sep 2023 00:00:00 +0000 episode-6212 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 09 Sep 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)During 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 02 Sep 2023 00:00:00 +0000 episode-6185 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 02 Sep 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about the things people wish they had known or done before retirement.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 26 Aug 2023 00:00:00 +0000 episode-6158 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 26 Aug 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about where are at with the economy and the markets and where we might be headed.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Aug 2023 00:00:00 +0000 episode-6109 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 12 Aug 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Everyone 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!social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Aug 2023 00:00:00 +0000 episode-6077 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 05 Aug 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 22 Jul 2023 00:00:00 +0000 episode-6034 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 22 Jul 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we discuss some current financial trends and how they may affect your financial and retirement plans.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 15 Jul 2023 00:00:00 +0000 episode-6009 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 15 Jul 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about the most common and costly estate planning mistakes people make.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Jul 2023 00:00:00 +0000 episode-5986 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 08 Jul 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about how to get at least two of the 3... growth, protection, and savings.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 01 Jul 2023 00:00:00 +0000 episode-5961 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 01 Jul 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In todays episode we discuss the opportunities that have recently become available for fixed index annuities due to higher interest rates.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 24 Jun 2023 00:00:00 +0000 episode-5945 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 24 Jun 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Tony 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 17 Jun 2023 00:00:00 +0000 episode-5914 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 17 Jun 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 10 Jun 2023 00:00:00 +0000 episode-5891 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 10 Jun 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about possible financial strategies to use during high inflation.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 03 Jun 2023 00:00:00 +0000 episode-5863 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 03 Jun 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 06 May 2023 00:00:00 +0000 episode-5758 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 06 May 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 28 Jan 2023 00:00:00 +0000 episode-5417 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 28 Jan 2023 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 17 Dec 2022 00:00:00 +0000 episode-5312 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 17 Dec 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 03 Dec 2022 00:00:00 +0000 episode-5273 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 03 Dec 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)From data gathering, to the monitoring stage, in this episode we discuss the general process for managing assets with Brookside.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 19 Nov 2022 00:00:00 +0000 episode-5229 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 19 Nov 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Nov 2022 00:00:00 +0000 episode-5202 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 12 Nov 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)During 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Nov 2022 00:00:00 +0000 episode-5180 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 05 Nov 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)We take a look at what's happening with the markets and how the current political climate might influence your finances.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 29 Oct 2022 00:00:00 +0000 episode-5155 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 29 Oct 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)There 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 15 Oct 2022 00:00:00 +0000 episode-5108 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 15 Oct 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about current financial concerns and what can be done.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Oct 2022 00:00:00 +0000 episode-5090 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 08 Oct 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris breaks down the long-term care problem and the elder care long-term care trust that can help.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 01 Oct 2022 00:00:00 +0000 episode-5066 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 01 Oct 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this show we discuss 7 critical mistakes people make when planning for retirement.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 17 Sep 2022 00:00:00 +0000 episode-5035 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 17 Sep 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Don't settle for a reduced benefit. Today we talk about what you need to know to maximize your Social Security.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 10 Sep 2022 00:00:00 +0000 episode-5014 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 10 Sep 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Medicare 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 03 Sep 2022 00:00:00 +0000 episode-4997 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 03 Sep 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)As 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 27 Aug 2022 00:00:00 +0000 episode-4974 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 27 Aug 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we discuss Wills, what you should include and the things that you shouldn't.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 20 Aug 2022 00:00:00 +0000 episode-4952 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 20 Aug 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chis and Tony Marlette discuss financial planning mistakes to avoid and what to do if they happen.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 13 Aug 2022 00:00:00 +0000 episode-4927 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 13 Aug 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we look at annuities...what are they, how they are used and are they right for you?social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 06 Aug 2022 00:00:00 +0000 episode-4907 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 06 Aug 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 23 Jul 2022 00:00:00 +0000 episode-4864 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 23 Jul 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Mutual Funds are an important part of financial planning. We talk about how they work and what you need to know to better understand them.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 25 Jun 2022 00:00:00 +0000 episode-4790 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 25 Jun 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)The 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 18 Jun 2022 00:00:00 +0000 episode-4767 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 18 Jun 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)You 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 11 Jun 2022 00:00:00 +0000 episode-4750 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 11 Jun 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)During 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 04 Jun 2022 00:00:00 +0000 episode-4736 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 04 Jun 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)How 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 21 May 2022 00:00:00 +0000 episode-4685 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 21 May 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Do you need life insurance? If so, what kind and how much? What are the benefits? In this episode we address those questions.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 14 May 2022 00:00:00 +0000 episode-4661 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 14 May 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)How can you protect your finances from rising inflation? In this episode we talk about strategies to help during times of rising inflation.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 May 2022 00:00:00 +0000 episode-4640 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 May 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)The 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 26 Mar 2022 00:00:00 +0000 episode-4491 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 26 Mar 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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?social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Mar 2022 00:00:00 +0000 episode-4424 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 05 Mar 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we discuss the importance of protecting your assets and making sure it doesn't all go for long-term care.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 26 Feb 2022 00:00:00 +0000 episode-4395 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 26 Feb 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)How 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Feb 2022 00:00:00 +0000 episode-4350 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 12 Feb 2022 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we discuss the latest tax changes and strategies as well as what the market volatility means to your finances.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 06 Nov 2021 00:00:00 +0000 episode-4056 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 06 Nov 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about what you need to financially prepare for in 2022.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 30 Oct 2021 00:00:00 +0000 episode-4020 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 30 Oct 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we discuss the rising inflation and what it means to you and your financial planning.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 18 Sep 2021 00:00:00 +0000 episode-3904 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 18 Sep 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris goes over the 4 most important parts of your financial plans.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 11 Sep 2021 00:00:00 +0000 episode-3876 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 11 Sep 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we look at ETF's (Exchange Traded Funds) and how they might fit into your financial plan.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 04 Sep 2021 00:00:00 +0000 episode-3856 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 04 Sep 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Looking 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 14 Aug 2021 00:00:00 +0000 episode-3796 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 14 Aug 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Roth 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 Aug 2021 00:00:00 +0000 episode-3770 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 Aug 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)401(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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 31 Jul 2021 00:00:00 +0000 episode-3740 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 31 Jul 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Chris welcomes special guest Matt Snyder to discuss the Nursing Home and Assisted Living crises and what you can do to help avoid it.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 24 Jul 2021 00:00:00 +0000 episode-3722 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 24 Jul 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 17 Jul 2021 00:00:00 +0000 episode-3696 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 17 Jul 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Chris and Jeff talk about the delays with tax returns and what to expect from the child tax credits.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 10 Jul 2021 00:00:00 +0000 episode-3669 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 10 Jul 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris let's his cohost come up with various questions about retirement, income and estate planning.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 03 Jul 2021 00:00:00 +0000 episode-3638 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 03 Jul 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Medicare 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 19 Jun 2021 00:00:00 +0000 episode-3595 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 19 Jun 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In 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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Jun 2021 00:00:00 +0000 episode-3552 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 05 Jun 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris tackles the tough topic of probate and estate planning. What is probate and is it necessary? Listen in to find out.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 22 May 2021 00:00:00 +0000 episode-3501 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 22 May 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode get the straight talk on what annuities really are and how they should be used.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 06 Mar 2021 00:00:00 +0000 episode-3211 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 06 Mar 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris talks about risk and protecting your investments.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 27 Feb 2021 00:00:00 +0000 episode-3182 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 27 Feb 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris and Matt welcome special guests from Arden Courts to talk about Memory Care and Long-term Care.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 20 Feb 2021 00:00:00 +0000 episode-3161 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 20 Feb 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris and Matt welcome Karen Ramba from Caring Transitions to talk about senior living, moving and downsizing.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 13 Feb 2021 00:00:00 +0000 episode-3131 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 13 Feb 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this show we talk about how it is possible to have a tax smart retirement. If you plan ahead and work with a financial professional you help to minimized that tax burden in retirement.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 30 Jan 2021 00:00:00 +0000 episode-3078 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 30 Jan 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this show we dive into some changes you need to know about before filing your taxes.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 09 Jan 2021 00:00:00 +0000 episode-2998 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 09 Jan 2021 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris talks about the new Brookside office building, a bank vault and why you need a financial plan for 2021, or at least a second opinion on your current plan.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Fri, 25 Dec 2020 00:00:00 +0000 episode-2968 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Fri, 25 Dec 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris talks about Assisted Living, Senior Living and Long-Term Care. What you need to know and how to manage it financially.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Dec 2020 00:00:00 +0000 episode-2926 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 12 Dec 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris talks about some good financial resolutions for the next year that will help you with your finances and savings.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Dec 2020 00:00:00 +0000 episode-2900 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 05 Dec 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about what you need to do before the end of the year regarding your finances, Medicare and taxes.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 14 Nov 2020 00:00:00 +0000 episode-2843 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 14 Nov 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Matt Snyder is on to discuss some Long-Term Care options and some pitfalls to avoid.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 Nov 2020 00:00:00 +0000 episode-2819 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 Nov 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris welcomes back Matt, Pamela and Cindy to talk about the real estate market for seniors.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 31 Oct 2020 00:00:00 +0000 episode-2795 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 31 Oct 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Chris and Matt welcome special guests Pamela and Cindy, Senior Real Estate Specialists, to talk about the housing market and real estate for seniors.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 24 Oct 2020 00:00:00 +0000 episode-2776 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 24 Oct 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Things change as we get older and our investing should too. In this episode Chris talks about tips and strategies for investing based on your personal situation and your age.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 10 Oct 2020 00:00:00 +0000 episode-2735 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 10 Oct 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris welcomes in special guests to talk about the importance of having a plan in place to deal with the high costs of long-term and nursing home care and minimizing the financial liabilities for your loved ones as well. You need to protect your funds and your legacy from being taken to cover nursing home costs.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 03 Oct 2020 00:00:00 +0000 episode-2695 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 03 Oct 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Many Veterans are missing out on benefits. In this episode Chris and Matt discuss the various Veteran's benefits and helpful tips on how to not miss out.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 26 Sep 2020 00:00:00 +0000 episode-2667 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 26 Sep 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In part 2 of our discussion on Medicaid Chris once again welcomes special guest and Medicaid specialist Matthew Snyder. They discuss who qualifies for Medicaid and what you need to know about how it works.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 19 Sep 2020 00:00:00 +0000 episode-2644 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 19 Sep 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about long term care, assisted living and nursing home care. How will you pay for it? You need a plan. In this episode we talk about what you need to know.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Sep 2020 00:00:00 +0000 episode-2623 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 12 Sep 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about reverse mortgages and when and why you might want one.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 29 Aug 2020 00:00:00 +0000 episode-2582 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 29 Aug 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)On today's show Chris talks about some misconceptions out there about estate planning, mainly probate and which is better, Payable on Death or a Trust. Listen in to find out!social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 22 Aug 2020 00:00:00 +0000 episode-2559 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 22 Aug 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Aug 2020 00:00:00 +0000 episode-2512 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 08 Aug 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Long term care is an issue that will affect most Americans and some point. In this episode Chris talks about how to plan for it and work it into your retirement plan.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 25 Jul 2020 00:00:00 +0000 episode-2476 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 25 Jul 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)You've spent years building your assets so you definitely want to make sure it is protected. There are many ways to protect your assets from lawsuits and other hazards and in this episode we talk about them and the strategies that you can use.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 11 Jul 2020 00:00:00 +0000 episode-2433 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 11 Jul 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)There are major financial differences in how you incorporate or establish you business. You could possibly save a lot in taxes depending on your situation. We talk about the various methods and what the liabilities and tax considerations are for each one.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 04 Jul 2020 00:00:00 +0000 episode-2417 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 04 Jul 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparationsocial,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 20 Jun 2020 00:00:00 +0000 episode-2380 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 20 Jun 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we look at Advanced Directives for legacy and estate planning. We talk about what they are, why they are important and how to make sure you have them.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 13 Jun 2020 00:00:00 +0000 episode-2361 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 13 Jun 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Three ways to help you recover from a slow or unorganized plan for retirement.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 06 Jun 2020 00:00:00 +0000 episode-2340 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 06 Jun 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)There are a lot of different types of annuities and a lot confusion out there. Annuities can provide a steady stream of retirement income if utilized properly. In this episode we talk about different types of annuities, how they work and how/when they may be part of a financial strategy.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 30 May 2020 00:00:00 +0000 episode-2327 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 30 May 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)You don't want to leave your loved ones in a bad situation. Preparing ahead with powers of attorney, wills and trusts is so important to preserve your savings and assets. In this episode Chris talks about the important things that need to be done and some legacy planning strategies.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 16 May 2020 00:00:00 +0000 episode-2288 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 16 May 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 09 May 2020 00:00:00 +0000 episode-2268 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 09 May 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)What is the current pandemic and economy doing to your finances? It is affecting portfolios, retirement saves and more. We talk about that and how it's affecting taxes as well. In this episode Chris gives helpful advice to deal with the current financial landscape.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 02 May 2020 00:00:00 +0000 episode-2245 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 02 May 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we discuss the current state of finances and how to take advantage of the low tax rate to grow and protect your retirement accounts and investments.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 11 Apr 2020 00:00:00 +0000 episode-2185 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 11 Apr 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)The Covid-19 crisis has changed a lot of things, but your taxes, your finances and your retirement accounts still need to be dealt with and maintained. In this episode we talk about how to do that and how to help make sure you have a solid plan in place.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 28 Mar 2020 00:00:00 +0000 episode-2139 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 28 Mar 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)With the markets going crazy you need to make sure you know what type of risk you have and what you can handle. In this episode Chris talks about the current state of the markets and how to invest safely.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 Mar 2020 00:00:00 +0000 episode-2082 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 Mar 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris dives into some habits and strategies of wealthy individuals that we can apply to improve our own finances.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 29 Feb 2020 00:00:00 +0000 episode-2063 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 29 Feb 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Feb 2020 00:00:00 +0000 episode-2004 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 08 Feb 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 01 Feb 2020 00:00:00 +0000 episode-1985 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 01 Feb 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 25 Jan 2020 00:00:00 +0000 episode-1968 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 25 Jan 2020 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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!social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 21 Dec 2019 00:00:00 +0000 episode-1895 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 21 Dec 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 Dec 2019 00:00:00 +0000 episode-1860 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 Dec 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 23 Nov 2019 00:00:00 +0000 episode-1835 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 23 Nov 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 16 Nov 2019 00:00:00 +0000 episode-1817 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 16 Nov 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 02 Nov 2019 00:00:00 +0000 episode-1792 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 02 Nov 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 26 Oct 2019 00:00:00 +0000 episode-1777 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 26 Oct 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)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.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Oct 2019 00:00:00 +0000 episode-1749 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 12 Oct 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)You insure your car, your home and your life... so don't you think you should insure your investments? In this episode Chris talks about how to insure your investments with helpful tips and strategies.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Oct 2019 00:00:00 +0000 episode-1734 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 05 Oct 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)This is a question that gets asked a lot... Should you buy or lease a car? In this episode Chris goes over the pros and cons of each and offers his advice and experiences.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 28 Sep 2019 00:00:00 +0000 episode-1720 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 28 Sep 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)What is Medicare Advantage? How can it help you reduce your overall medical costs in retirement? In this episode we go over what you need to know.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 21 Sep 2019 00:00:00 +0000 episode-1703 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 21 Sep 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we talk about everything you need to know about traditional Medicare. Enrollment, and the various parts and costs of Medicare.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 14 Sep 2019 00:00:00 +0000 episode-1691 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 14 Sep 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode Chris brings on Mark, a Medicare specialist to tell us what we need to know about medicare and how to get the information we need to help us have the best plan possible.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 07 Sep 2019 00:00:00 +0000 episode-1677 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 07 Sep 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Elder abuse is a growing problem. We talk about what's happening and what can be done about it. Be prepared and be watchful of scams and those that prey on seniors and the elderly.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Fri, 30 Aug 2019 00:00:00 +0000 episode-1658 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Fri, 30 Aug 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)More and more people need long-term care at some point. Make sure you plan for it. In this episode we talk about what it could mean to your finances and retirement. We also talk about the key ways you can prepare for this expense.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 24 Aug 2019 00:00:00 +0000 episode-1648 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 24 Aug 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 10 Aug 2019 00:00:00 +0000 episode-1621 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 10 Aug 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)There is a lot to do and to take into consideration as we get older and near retirement. Your investments could be at risk if you don't have the proper legal documents in place. From powers of attorney to beneficiary designations to wills, you have to have these things taken care of, and correctly. Unfortunately more and more people are relying on documents downloaded from the internet. This has lead to heartache and the loss of massive amounts of money for so many people. We talk about this and what you should be aware of to prevent this.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 03 Aug 2019 00:00:00 +0000 episode-1608 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 03 Aug 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 27 Jul 2019 00:00:00 +0000 episode-1593 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 27 Jul 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Pump up your retirement strategy with this 4 step workout.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 06 Jul 2019 00:00:00 +0000 episode-1553 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 06 Jul 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)This episode talks about the financial challenges for women in retirement and options for addressing those challenges.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 29 Jun 2019 00:00:00 +0000 episode-1538 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 29 Jun 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)In this episode we go over the ins and outs of probate and what you you need to do to get an effective estate plan to avoid it.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Jun 2019 00:00:00 +0000 episode-1494 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 08 Jun 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)There is a lot of confusion about Annuities. In this show we talk about the realities of retirement income planning using annuities and give you the facts regarding this retirement vehicle.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 01 Jun 2019 00:00:00 +0000 episode-1473 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 01 Jun 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)Nursing Homes and Assisted Living centers are extremely expensive. In this show we will examine the differences between Medicaid and long-term care insurance and talk about some different solutions to help you deal with these costs. We want to help you clear up any confusion and talk about tips to help you prepare for and pay for long-term care in retirement.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 30 Mar 2019 00:00:00 +0000 episode-1337 no Christopher A Anselmo Anthony Louis Marlette, Jr. full Sat, 30 Mar 2019 00:00:00 +0000 radio@gradientps.com (Christopher Anselmo)The inaugural episode of the Road to Retirement, Chris Anselmo delves into who he is, what he does, and how Brookside Tax and Financial Group helps people both before they enter into retirement and after they retire.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services