In this episode of Roadmap to Retirement, I am joined by David Shaffer, Chair of the Family Wealth and Estate Planning Group at Woods Oviatt Gilman LLP. David shares his journey from aspiring sports w

In this episode of the Roadmap to Retirement podcast, I am joined by Matthew Jarvis to discuss strategies for efficient financial advisory, particularly focusing on surge meetings. Jarvis shares insig

And with that, the 2024 season comes to an end and to celebrate, here is the top episodes of Roadmap to Retirement. Thank you to all the guests who have joined me and all the listeners for your suppor

In this episode of 'Roadmap to Retirement', I am joined by Alex Wesdorf to discuss the often-overlooked topic of disability insurance. The conversation covers the importance of disability insurance as

On this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP, MS for a second time! We talk about navigating a career in financial planning going all the way back to picking a major

On this weeks episode, we're taking a little turn in questions. This week, I am joined by Dave Pulcini, one of SixPoint's very own to answer questions from the depths of Dave's mind. From financial pl

In this episode of 'Roadmap to Retirement, I am joined by Drew Norton from The Everyday Leader. We covered financial tips, investment strategies, and the importance of aligning personal passion with i

Jamie Abraham from Gray Locey CPA PLLC, is back for another episode to discuss key strategies for maximizing tax benefits and retirement savings. The discussion includes client service principles, Rot

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

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