roadmap to RETIREMENT

Latest Episodes
EP61 The Big Beautiful Roth & QCD
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
EP60 Roadmap to Health Insurance
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
EP59: Designations & Veterans w Chet
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
EP 58 Charting Financial Paths w Jason Grover
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
EP 57 Tax Prep w Catherine Tindall
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
EP 56 Building A New Brand
Time for a change! For this episode, I am the one being "interviewed". Take this as my announcement for my departure from Six Point Financial Partners after seven years to join a retiring advisor's pr
EP 55 Weathering Market Storms w John
During this very short episode of Roadmap to Retirement, I am joined for a third time by John Howe-Wemett, CFP, MS to talk about the importance of staying the course with ones investment strategy du
EP 54 Charitable Giving w Hannah Cannon
On this episode of 'Roadmap to Retirement' I am joined by Hannah Cannon, an associate in the Trust and Estates department at Woods Oviatt Gilman. We discuss various aspects of estate planning with a s
EP 53: Q&A w Marshal pt. 5
In this episode of 'Roadmap to Retirement,' we have another Q&A with Marshal! We start by answering questions on Roth IRA conversions, explaining the timing, tax implications, and strategies during ma
EP52: Medicare Uncovered w Colin
In this episode of Roadmap to Retirement, please welcome Colin Miller to discuss various aspects of Medicare. Colin shares his journey from life insurance sales to becoming a Medicare expert and found