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

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

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

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

In this episode of the Roadmap to Retirement Podcast, I am joined by Yitzchak Eilenberg, a CPA specializing in tax strategy and planning. Yitzchak provides insightful financial advice aimed at small b

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