Episode 10: 2024 Election & Investments with Luke Lloyd
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 …
Episode 9: Real Estate Roundtable with Brian Ohmann & James Reyes
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 …
Episode 8: Negotiating A Raise with Ryan Andrew
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 …
Episode 7: “How’s my portfolio doing?” With Nick Savas
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 …
Episode 6: Cybersecurity Roundtable
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 …