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Month: June 2024

Episodes

Episode 14: “Meaningful Partnerships at Work” with Seth & Tim

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

Episodes

Episode 13: How to talk to your kids about money with Jessica Robinson & Dave Pulcini

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 …

Episodes

Episode 12: What Does Retirement Mean to You? With Sally Stapley

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 …

Episodes

Episode 11: Q&A with Marshal Scheidt

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 …

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Recent Posts

  • EP 56 Building A New Brand
  • EP 55 Weathering Market Storms w John
  • EP 54 Charitable Giving w Hannah Cannon
  • EP 53: Q&A w Marshal pt. 5
  • EP52: Medicare Uncovered w Colin

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