PODCAST · business
The Chris Berry Show
by Christopher J. Berry
Christopher Berry discusses the best Legal, Financial and Tax Planning advice for the second half of life. Join Christopher for new episodes every week.
Episodes
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078 Retirement Income Planning Using the "Bucket Plan" Concept
There are two key ingredients that are viewed as really the foundation of moving into retirement and beyond. These two, pieces to the foundation are creating the legal entity, the legal structure. That's estate plan, the will, the trust and then the second piece of it, and this is really what…
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077 The Elder Care Journey and a Free Book Offer
So this week on the show I will highlight the book, The Caregivers Legal Guide to Planning for a Loved One With Chronic Illness - this book will give you some guide, kind of create a roadmap for the long-term care journey, the elder care continuum of needing maybe home care or assisted living or...
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076 Mitigating Retirement Risks
This week on the Chris Berry Show, what we're going to do in our second and third segments is we're going to get into the changing retirement risks. So the risks that maybe your parents or the previous generation had, the risks are a little bit different these days. And we're going to get into…
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075 Stress Testing Your Estate Plan
It starts with the estate planning stress test that looks at the amount of stress your family would have to deal with if something were to happen to you right now. Things like going through probates, creating your retirement and legacy blueprint, important steps your family needs to take when...
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074 Why 2021 Offers A Window Of Opportunity For Us
For a lot of people, one of the things that they have on their checklist for 2021 is to finally get that estate plan either done or to update that estate plan. That's what we'll spend time talking about in this episode. We dive deep into the things you need to think about when it comes to putting...
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073 Protecting Yourself from the Three Big Risks In Retirement
Planning your retirement can be done easily but we may overlook the risks behind it. When creating your own retirement and legacy blueprint, it is important to take into account strategies to protect you from risks. In today's episode, we dive deep into the three biggest risks in retirement with...
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072 Year-End Review and Risk Planning
The year-end is fast approaching. We did know it will be a crazy year because of the elections but we did not anticipate the year will go this way with the pandemic. In today's episode, we will discuss the three big risks that we need to manage for retirement. It is important to have a plan after...
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071 The Alphabet Soup Of Medicare
Medicare can be confusing, there are a lot of details and information to understand. As part of the 5 key areas that make up the retirement and legacy blueprint, it is important that you are guided correctly in making sure that this is covered. Information about Medicare is all over the net and…
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070 The New Paradigm of Retirement
There is an old paradigm of retirement where you defer tax payment as long as possible until you find out that you pay more in taxes with this approach. This may be resonating with you right now if you are in the higher tax bracket. A proper tax planning report can help to show you the macro view...
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069 Asset Protection and Family Law with John Ceci
If you are going through a process with any of the 4D's - Divorce, Disability, and Death, assets come into play. There is really no guarantee on any type of asset protection. When it ends up in court, you never know what is going to happen. Understand that there is no assurance, but you can build...
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068 Your Money Your Retirement
So you move into retirement and there is little know-how on what you should be doing correctly in terms of planning. The whole process becomes puzzle pieces that can be mismatched easily. We can choose to focus our attention on the things we can control and start from there. The top 3 key areas…
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067 Tax Efficient Retirement Strategies
If you are getting close to retirement or retired now, what are the moves that you should be doing to ensure that your retirement is as tax efficient as possible? If you think taxes are going up in the near future, you are in a situation where you need to explore a strategy to diffuse the ticking...
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066 Smoked Brisket, Estate Planning, and Elder Law
Many people believe that having an estate plan simply means drafting a will or a trust. You may ultimately find yourself left with a lot of questions before you even start. Acknowledging that it is high time to get your legal affairs in order and finding the right firm to prepare your documents…
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065 Five Ways to Help Your Finances Recover
Regardless of what is causing your financial setback, your path to financial recovery will require a set of action steps. You may believe your situation is unique, but many are walking the same path as you. The road to financial recovery reveals the exact actions you need to take to get back on...
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064 Legal, Financial and Tax Planning Move in Scary Times
What are the things you should be doing to move forward and put ourselves in the best position from a legal, financial, and tax response standpoint during this scary time? We can't control the things that are happening outside and I chose to focus only on the things which I can control. When you...
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063 10 Things We Can Learn From the "Scary Times" Success Manual
We can't control the events happening around us but we can definitely control our actions and responses. Because of this, I chose to focus on the upside instead of the downside. The same can be applied towards investment. We can focus on the negative and be paralyzed or look at the positive and...
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062 What You Need to Know About Medicare for Healthcare Planning for Retirement
How Much Do You Know About Medicare? When planning for retirement, there are five key areas to focus on… income planning, investment planning, tax planning, legacy planning and healthcare planning. For many retirees, Medicare has a huge role in healthcare planning, and Medicare is what we will be...
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061 The Secure Act and What it Means for Your Retirement Accounts
Are You Ready for the SECURE Act? The SECURE Act has changed key elements of retirement and estate planning, turning the whole industry on its head. Today's show focuses on the strategies that can be used in the post SECURE Act world to ensure you have a tax efficient retirement. In this episode…
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060 Alzheimer's Update with Jennifer Howard with The Alzheimer's Association
Did you know there is hope for those with Alzheimer's and dementia? Over the last five years we have had amazing breakthroughs in Alzheimer's research. One example is the breakthroughs that have come just on the neural imaging front: We've found that the damage that is done to the brain, as this...
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059 Six Retirement Planning Mistakes
Are you prepared to avoid the most common pitfalls in retirement? When it comes to retirement, there are some common mistakes that we see over and over again. Today we want to address those mistakes, and how to avoid them. From focusing on the wrong things to accepting less than you have to, we...
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058 End of Year Tax Planning and Tax Free Income Sources in Retirement
Have you prepared for a tax-free retirement? At the end of the day, there are four ways we can generate tax-free income in retirement. Why is this important? Because no one wants to pay more tax than they need to. Quite often when clients come into my office a majority of their wealth, if not...
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057 Disability Advocacy with Attorney Ashley Jacobson
Are you prepared for the possibility of a future that includes developing a disability? In the elderly population between the ages of 65 and 74, approximately 20% of individuals have a disability. When you get to 75+, that more than doubles. By age 75, 49% of people have a disability. There are...
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056 Utilizing Senior Centers in the Aging Process with Julie Eddings
Do you know all the benefits a senior center can provide? Senior centers, like the one in Hamburg, MI, are the very best thing that we can offer to combat loneliness. There's a lot of talk right now about how loneliness is now public health enemy number one. At senior centers, you can come and…
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055 Medicare Insights and Annual Enrollment
Do you know how to navigate Medicare Enrollment? Medicare can cause a lot of confusion, and since this is Medicare Annual Enrollment Period, we are focusing on how it fits into people's lives. Medicare is a federal insurance for medical services, divided into parts A and B. Part A covers the...
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054 Thinking About Social Security Differently
Do you know when to start taking social security benefits? Social security is one of the important things that fits into the five ways that we help clients. We help clients in five different respects; We call this a retirement game plan, the five pillars of a retirement game plan. First would be...
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053 Mark Howell with Fund a Life
Are you and your family prepared for the worst-case scenario? Mark Howell was diagnosed with stage 4 melanoma and given weeks to live. His insurance coverage would not really cover much outside of their network, so it was very limiting. And, at the time, melanoma had very limiting treatment....
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049 Protect Your Loved Ones from Nursing Home and Elder Abuse with Donna McKenzie
Do you know what to look for in a nursing home? But a lot of people will ask, "How do I choose a nursing home and things like that?" We always say, "Choose one that is close to home, close to family, that as many people can visit as possible." After doing those things, if you're not getting…
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052 Health & Fitness in the Second-Half of Life with Cody Tustin of Unorthodox Fitness
Are you exercising the right way as you age? You may work out or go to the gym, but are you exercising in a way that will benefit you as you age? There are unorthodox ways of staying active, that can help you do the little things later in life that make a big difference in your quality of life.…
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Latest in Alzheimer's Research with Dr. Bruno from The U of M Alzheimer's Center
Are you prepared for long-term care of a loved one who has been diagnosed with Alzheimer's? The most important thing for dealing with an Alzheimer's diagnosis in either you or a loved one is having a well drafted power of attorney to cover financial decisions. Make sure it includes expanded…
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048 Marti Coplai From Angela Hospice
Do you know what makes up a sound investment plan? There are five pieces to any sound retirement plan – one of which I'll dive into today. A retirement plan must consist of an investment strategy that takes your risk tolerance and risk capacity into consideration. With this risk score, a true...
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047 Alternative Strategies to Maximize Your Retirement Dollars
Do you know the recent news about the Secure Act? You should, because it has ramifications when planning your finances for the second half of life. The Secure Act is a bit of a Trojan horse, in my opinion, so it's important to understand it clearly and receive tax and financial advice from...
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046 Strategies to Pay for Long-Term Care
What are the steps of a long-term care journey? Who can help? Lynn Breuer of ElderCare Solutions in Michigan knows all about how an Elder Care Manager can help you or your loved ones. She understands that alongside the financial planning component of aging comes care planning as well. In this...
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045 The Taxation of Social Security
Are you interested in growing the amount of income you get each month from Social Security? Likely your answer is yes. To do this, you need to be as tax-efficient as possible in retirement. Income gaps can be covered with tax-deferred accounts and – with proper planning – you can structure your...
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044 The Secure Act and Six Common Retirement Mistakes to Avoid
What are the six common retirement mistakes? Are you – or your loved ones – making them? There's a lot to consider when mapping out your retirement plan. Aside from having enough income so you're supported, you want to maximize the money that you've earned, protect it, and even make it grow. By...
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043 Are you – or your loved ones – asking, "What about the house?"
Are you – or your loved ones – asking, "What about the house?" It's important to consider your home an asset that needs protection. After all, certain decisions can change it from being an exempt asset to a countable asset, and this can greatly impact your financial strain when it comes to...
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042 What are your short and long-term financial goals?
What are your short and long-term financial goals? For an 8-year-old, a long-term goal may be the purchase of an exotic car, but perhaps you'd like to ensure a covered income gap, make sure your money outlives you, or leave a legacy for your family. To do this, it's important to make sure your...
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041 Rollover options and protecting your cognitive health
Today's show is about rollover options and protecting your cognitive health. There are six options to consider when rolling over your qualified account and a few things to remember before doing so. You can do an IRA rollover, leave it in the company plan, roll it into a the new company's plan, do…
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040 What will your – or your loved one's – elder care journey look like?
What will your – or your loved one's – elder care journey look like? It's better to be educated and prepared than realize what you need when it's too late. There are three primary ways to utilize long-term health insurance to pay for long-term care and strategic ways to leverage IRA money and...
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039 Are you protected against long-term care costs?
Are you protected against long-term care costs? Just because you've worked with an advisor or attorney doesn't mean your long-term care costs have been considered as part of your holistic retirement plan. Asset-based long-term care strategies and companies like Michigan Senior Services can help…
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038 Do You Have a Well-Rounded Retirement Plan?
Do you have a well-rounded retirement plan? There are five pillars of a sound retirement plan: legacy, income, investment, tax, and healthcare. It's important to have each of these pillars in place – especially when you near retirement. These pillars ensure that you create your own rulebook…
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037 The Order of Money, Tax Diversification, and Trusts
Let's talk money. There are four types of money: free (the best kind!), tax-free, taxable, and tax-deferred. It's important to know these different types of money because you want to have tax diversification – especially when you near retirement. Some people realize too late that all their money…
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036 The Milestones of Retirement Savings
It's never too early to start saving. By keeping track of some important retirement saving milestones, you can make sure you're on track to make your money last at least as long as you do. Anyone can start saving as soon as they're making money (a taxable compensation) – even a 15-year-old…
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035 The Difference Between Medicare and Medicaid
What's the difference between Medicare and Medicaid? Medicare is complicated – which is why we work with a Medicare specialist when our clients need Medicare support. But once you understand the difference between Medicare and Medicaid, you'll at least be able to navigate between the two...
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034 Allison Murphy on Fox Run
Do you know everything you need to know about social security? Many people fear negative change to social security benefits in the future. There's also the resounding opinion that it could be run better (like any government agency, I'd venture to say). While we can't say for certain that there...
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033 Protecting Your Wealth from Long-Term Care Costs
We're living longer than ever. And more and more people are experiencing the cost of long-term care. The reality is that most of us will need some form of long-term care as we go through the aging process. In fact, statistics show that 1 in 2 of us will need a nursing home at some point in our...
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032 The Benefits of a Castle Trust
Are you legally and financially prepared to handle you – or your loved one's – dementia or Alzheimer's? A dementia or Alzheimer's diagnosis can be tough, but don't let legal and financial difficulties make it harder than it already is. With the proper disability documents in place – and proper...
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031 Imani Wilson on Visiting Physicians
It's not enough to know that you'll avoid probate after death. That's the big difference between estate planning and the holistic legal, financial, and tax planning approach that we take at our elder law firm. With a Personal Care Plan in place, you can make sure that you – or your loved one –…
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030 Leaving a Legacy isn't Just About Financial Assets or Material Wealth
Leaving a legacy isn't just about financial assets or material wealth. It's about how people remember you when you're gone. And luckily, with proper planning, you can control the legacy you choose to leave behind. Death can have devastating effects on the surviving spouse, and can leave a mess…
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029 Jenny Jarvis, The Michigan Choice Waiver Program
Have you heard about the Michigan Choice Waiver Program? Well, it may just be the perfect thing for you or your loved one. Jenny Jarvis from our local Area Agency on Aging is joining us on the show today to discuss the program and how to qualify. It's has a pretty long waitlist, but those who...
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028 How to Leave a Legacy
Leaving a legacy isn't just about financial assets or material wealth. It's about how people remember you when you're gone. And luckily, with proper planning, you can control the legacy you choose to leave behind. Death can have devastating effects on the surviving spouse, and can leave a mess…
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Frequently Asked Questions
How many episodes does The Chris Berry Show have?
The Chris Berry Show currently has 76 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Chris Berry Show about?
Christopher Berry discusses the best Legal, Financial and Tax Planning advice for the second half of life. Join Christopher for new episodes every week.
How often does The Chris Berry Show release new episodes?
The Chris Berry Show has 76 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Chris Berry Show?
You can listen to The Chris Berry Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Chris Berry Show?
The Chris Berry Show is created and hosted by Christopher J. Berry.
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