On this episode of Roadmap to Retirement, it's just me. No guests. And we're going to talk about tax planning! In case you don't know why tax planning is important here is a brief overview: - Tax plan

This week on Roadmap to Retirement, I am joined by co-authors, Seth Silver and Timothy Franz, ofMeaningful Partnerships at Work. - It was great to talk with them about their book and learn the meani

On this week's episode of Roadmap to Retirement, I am joined by Jessica Robinson, Psychology Professor at St. John Fisher University, and Dave Pulcini, friend and fellow CFP. We talked about how to ta

On this week's episode of Roadmap to Retirement, I am joined by a friend of mine, Sally Stapley! Tune in and listen to Sally and I talk about the meaning of retirement and how that can mean many diffe

On this week's episode of Roadmap to Retirement, we are going to recap the last 10 episodes with questions that clients and listeners have sent in! I am joined this week by my good friend and fellow a

This week's episode of Roadmap to Retirement, we are joined by Luke Lloyd CRPC, Senior Wealth Advisor and Investment Strategist at Strategic Wealth Partners in Cleveland, OH. - Luke and I discussed t

Episode 9 is brought to you by Keuka Lake Coffee Roasters and one of their distributors in the Rochester Area, Parkleigh! Go check them out if you haven't already! On this week's Roadmap to Retirement

In this episode of Roadmap to Retirement, I am joined by Ryan Andrew from AP Professionals of Rochester! This week's episode is a little different from financial planning because we are going to talk

This week's episode on Roadmap to Retirement, I was joined by colleague and friend, Nick Savas. As financial planners, we get asked the question "how's my portfolio doing?" all the time. This episode,

On this episode of Roadmap to Retirement, I am joined by Dr. Christopher Mansour and Dr. Jordan Hutchinson in a roundtable type conversation about cybersecurity, more importantly, what you need to kno