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.

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.

Elections, markets, taxes and more!

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

In this episode we talk about the markets and more.

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.

We talk about the various financial strategies and tools available to help protect your investments as you head toward and in retirement.

In this show we talk about what we can be thankful for, from an economic standpoint and personally.

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.

In this episode we talk about financial steps to take before the end of the year.

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.

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.

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.

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.

In this episode we talk about the things people wish they had known or done before retirement.

In this episode we talk about where are at with the economy and the markets and where we might be headed.

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!

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.

In this episode we discuss some current financial trends and how they may affect your financial and retirement plans.

In this episode we talk about the most common and costly estate planning mistakes people make.

In this episode we talk about how to get at least two of the 3... growth, protection, and savings.

In todays episode we discuss the opportunities that have recently become available for fixed index annuities due to higher interest rates.

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.

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.

In this episode we talk about possible financial strategies to use during high inflation.

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.

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.

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.

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.

From data gathering, to the monitoring stage, in this episode we discuss the general process for managing assets with Brookside.

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.

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.

We take a look at what's happening with the markets and how the current political climate might influence your finances.