On this episode of Roadmap to Retirement, I am joined by CPA, Catherine Tindall to talk about the importance of tax planning and strategic outsourcing for business owners, specifically those in financ

Time for a change! For this episode, I am the one being "interviewed". Take this as my announcement for my departure from Six Point Financial Partners after seven years to join a retiring advisor's pr

During this very short episode of Roadmap to Retirement, I am joined for a third time by John Howe-Wemett, CFP, MS to talk about the importance of staying the course with ones investment strategy du

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