In this episode of 'Roadmap to Retirement', I am solo this week, focusing on financial literacy. Tune in as I break down the components of credit scores, explaining the five key factors that impact th

In this episode of the 'Roadmap to Retirement Podcast,' I am joined by Tyrone White Jr., a Certified Financial Therapist and Credit Financial Counselor. Tune in to hear us dive into personal finance t

In this episode of 'Roadmap to Retirement,' I am joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to discuss the emotional and psychological aspects of financial planning. We discu

Having a healthy relationship with money and your finances is important. On this episode of Roadmap to Retirement, I am joined by Nathan Astle,, CFT-I, MFT, to talk about his role as a financial ther

Welcome back to the Roadmap to Retirement podcast! On this episode, I am joined by Jamie Abraham a CPA at Gray Locey CPA PLLC. Listen as we talk about the importance of consulting with a CPA during ce

On this episode of Roadmap to Retirement, I am joined by benefits consultant Eric Eveland, founder of The Eveland Group. Together, we dive deep into the intricacies of employee benefits, covering crit

On this episode of Roadmap to Retirement, back by popular demand, we're doing another Q&A with Marshal, covering questions from the last 10 episodes. Throughout this episode, we discuss whether a spo

On this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP, MS, from Generation Capital Management. For this episode, we focused on the misconceptions about financial advisors and

On this episode of Roadmap to Retirement, I am joined by Paul Kingsman, a seasoned financial advisor and Olympic medalists, to discuss how to select the right financial advisor and the nuances of fina

On this episode of Roadmap to Retirement, I am joined by Chris Haigh, CFP, RICP, Founder and CEO of Iconoclastic Capital, a high level financial service model in Rochester. In this episode, we cover