roadmap to RETIREMENT
Latest Episodes
Episode 33: Financial Planning For All Stages
In this episode of 'Roadmap to Retirement,' it is just me this week! This week's episode surrounds distribution planning in detail. I want to emphasize the importance of attaching meaning to savings a
Episode 32: Q&A with Marshal
Back by popular demand for a THIRD time, Marshal Scheidt! - On this episode of Roadmap to Retirement, I am joined by Marshal for another Q&A. We will be answering questions from the last ten or so epi
Episode 31: Why You Should Have Life Insurance with Amanda Harvat
In this episode of the Roadmap to Retirement Podcast, I explore the vital role of various insurance types in financial planning with Amanda Harvat from KAFL Insurance Resources. We delve into the impo
Episode 30: Mindset Matters with Jenna D’Annunzio
In this episode of the 'Roadmap to Retirement' podcast, I'm joined by Jenna D'Annunzio, a holistic business and mindset coach. Together, we explore the 'money mindset,' its impact on financial behavio
Episode 29: Politics & Portfolios with Ashley Sullivan
On this episode of the Roadmap to Retirement podcast, I am joined by Ashley Sullivan, a fellow CFP to discuss investment strategies during the election year and general market conditions. The conversa
Episode 28: From childcare to college tuition with Nick Savas
In this episode of the Roadmap to Retirement Podcast, I am joined by Nick Savas CFP RICP to discuss financial planning strategies tailored for young families, particularly focusing on a typical 30-s
Episode 27: Empowering Women in Finances with Lacy Garcia
In this episode of the Roadmap to Retirement Podcast, host Alex Neri, CFP, converses with Lacy Garcia, CEO and founder of Willow (TrustWillow.com), a platform likened to 'Bumble' for finding financial
Episode 26: Medicare Insights from Jim Pashalidis
In this episode of Roadmap to Retirement, I am joined by Jim Pashalidis, RSSA., a licensed insurance agent and host of the Community Connect Podcast. Tune in as we dive into crucial aspects of Medica
Episode 25: Improving Budget, Credit Score & Retirement Plans
In this episode of 'Roadmap to Retirement', I am solo this week, focusing on financial literacy. Tune in as I break down the components of credit scores, explaining the five key factors that impact th
Episode 24: Path to Planning: Budgeting, Debt, and Retirement with Tyrone White Jr.
In this episode of the 'Roadmap to Retirement Podcast,' I am joined by Tyrone White Jr., a Certified Financial Therapist and Credit Financial Counselor. Tune in to hear us dive into personal finance t