Road to Retirement

De: Christopher A Anselmo and Anthony Louis Marlette and Jr.
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  • Resumen

  • 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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Economía
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Episodios
  • minimizing the impact of debt; why are the NBA playoffs so long?

    minimizing the impact of debt; why are the NBA playoffs so long?
    Apr 26 2025
    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.
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  • Taxes and Volatility

    Taxes and Volatility
    Apr 12 2025
    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.
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  • Fact vs. Fiction: One-Stop-Shop Financial Planning vs. Piecemeal Advisors

    Fact vs. Fiction: One-Stop-Shop Financial Planning vs. Piecemeal Advisors
    Mar 29 2025
    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.
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