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

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

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

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

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.

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

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

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

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