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

In this episode of the Roadmap to Retirement Podcast, I explore the vital role of various insurance types in financial planning with Amanda Harvat from KAFL Insurance Resources. We delve into the impo

In this episode of the 'Roadmap to Retirement' podcast, I'm joined by Jenna D'Annunzio, a holistic business and mindset coach. Together, we explore the 'money mindset,' its impact on financial behavio

On this episode of the Roadmap to Retirement podcast, I am joined by Ashley Sullivan, a fellow CFP to discuss investment strategies during the election year and general market conditions. The conversa

In this episode of the Roadmap to Retirement Podcast, I am joined by Nick Savas CFP RICP to discuss financial planning strategies tailored for young families, particularly focusing on a typical 30-s

In this episode of the Roadmap to Retirement Podcast, host Alex Neri, CFP, converses with Lacy Garcia, CEO and founder of Willow (TrustWillow.com), a platform likened to 'Bumble' for finding financial

In this episode of Roadmap to Retirement, I am joined by Jim Pashalidis, RSSA., a licensed insurance agent and host of the Community Connect Podcast. Tune in as we dive into crucial aspects of Medica