Welcome to another episode of the Roadmap to Retirement Podcast! I'm joined once again by Matthew Jarvis. In this episode, we dive into the complexities of retirement planning, with a particular empha

Insights from Bill Cates on Wealth Wisdom - In a recent episode of the Roadmap to Retirement podcast, I had a great conversation with Bill Cates, The Original Referral Coach, about financial decision-

In this episode of Roadmap to Retirement, we dive deep into real estate strategies, focusing on first-time home buyers and retirees looking to downsize. Julie Ohmann from Remax shares insights on the

In this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP, MSFP for a fourth time to discuss various aspects of financial planning for retirement. We address common misconception

Welcome back to the Roadmap Retirement Podcast! I was recently joined by Liam Hanlon, the Head of Insights at Jump, a leading AI meeting assistant in the financial advice sector. Liam explains how Jum

In this episode of Roadmap to Retirement, I am joined by Jennifer Stott, a CPA, to discuss effective financial strategies for those nearing or already in retirement. We cover Roth conversions, explain

In this episode of 'Roadmap to Retirement', I am talking with health insurance professional R. Cole Craven. We delve into effective health and Medicare insurance planning for both aspiring entrepreneu

On this episode of Roadmap to Retirement, I am talking with Chet R. Bennetts, PhD, CFP, CLU, ChFC, RICP,CLF today, assistant Professor of Financial Planning and Program Director at the American C

In this episode of 'Roadmap to Retirement,' I am joined by Jason Grover, founder of Grover Financial Services. Jason shares his journey starting in the financial industry during the 2007-2008 Great Re

On this episode of Roadmap to Retirement, I am joined by CPA, Catherine Tindall to talk about the importance of tax planning and strategic outsourcing for business owners, specifically those in financ