Episode 5: Small Business Planning with 401k’s With Austin Spite
On this episode of Roadmap to Retirement, we are joined by Austin Spite, Senior Partner Account Manager at Human Interest. In this episode, you will learn about: – Setting up …
Episode 4: Q&A With David Pulcini
On this episode of Roadmap to Retirement, I am joined by colleague, Dave Pulcini! This episode is going to be a little different than the others, we are doing a …
Episode 3: Estate Planning with Chelsea Sinclair
In this episode of Roadmap to Retirement, we are joined by local attorney, Chelsea Sinclair, to talk about Estate Planning! We know it’s not the most exciting topic but still …
Episode 2: How Has The Financial Advisor Industry Changed
In this episode of Roadmap to Retirement, we are joined by guest, Jon Sheldon. To hear about Jon’s career in finance and thoughts on the industry, tune in today! Key …
Episode 1 – Meet Alex!
Welcome to the Roadmap to Retirement podcast! In this episode, you’ll meet Alex! Enjoy listening to his journey as a financial planner, what he does for fun and the reason …