roadmap to RETIREMENT

roadmap to RETIREMENT


Latest Episodes

EP52: Medicare Uncovered w Colin
April 02, 2025

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

EP51: Is Your Retirement Safe?
March 26, 2025

On this episode of Roadmap to Retirement, I am joined for a third time by Nick Savas, a financial advisor with me at SixPoint Financial Partners. We discuss the impact of political and economic uncert

EP50: Couples & Finances w Ashley
March 19, 2025

On this episode of Roadmap to Retirement, I am joined by Ashley Quamme, a certified financial therapist and behavior specialist, to discuss the intersection of mental health and financial management.

EP 49: Oh Canada w Lucas Wennersten
March 12, 2025

In this episode of Roadmap to Retirement Podcast, I am joined by Lucas Wennersten CFA, CFP(Canada), CFP(U.S.A.) of 49th Parallel Wealth Management to discuss the complexities of cross-border financi

EP 48 Transparency in Finance w Broc
March 05, 2025

In this episode of the 'Roadmap to Retirement' podcast, this week, I am joined by Broc Buckles, co-owner of BC Brokerage, to talk about his journey in the financial planning and insurance industry. Br

EP 47: Tax Talk w Steven Jarvis
February 26, 2025

In this episode of the Roadmap to Retirement podcast, we are discussing tax planning strategies with CPA, Steven Jarvis. We cover the importance of proactive tax planning, especially for W2 employees

EP 46: Financial Safety & Strategy w Matt Sommer
February 19, 2025

In this episode of 'Roadmap to Retirement', I am joined by Matt Sommer from Janus Henderson Investors. We delve into protecting investors from sophisticated financial scams using AI and examples like

Episode 45: Q&A w Marshal pt 4
February 12, 2025

In this episode of 'Roadmap to Retirement,' Mashal is back for another Q&A. We discuss common tax planning mistakes, such as not planning for lump-sum distributions and the benefits of using Roth acco

EP 44: Financial Advice w Jamie Hopkins
February 05, 2025

In this episode of the Roadmaps Retirement Podcast, I am joined by Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP, Chief Executive Officer at Bryn Mawr Capital Management, LLC and Chief Wealth Offi

Episode 43: Beyond Suit & Ties w Jon
January 29, 2025

In this episode of the Roadmap to Retirement podcast, I am joined by Jon Sheldon to discuss the importance of authenticity in the financial advisory profession and the value of effective coaching. Key