Episode 19: Q&A with Marshal
On this episode of Roadmap to Retirement, back by popular demand, we’re doing another Q&A with Marshal, covering questions from the last 10 episodes. Throughout this episode, we discuss whether …
Episode 18: Financial Planning Beyond The Portfolio with John Howe-Wemett
On this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MS, from Generation Capital Management. For this episode, we focused on the misconceptions about financial advisors …
Episode 17: From Olympic Medals to Financial Wisdom with Paul Kingsman
On this episode of Roadmap to Retirement, I am joined by Paul Kingsman, a seasoned financial advisor and Olympic medalists, to discuss how to select the right financial advisor and …
Episode 16: Red Flags in Financial Advisors with Chris Haigh
On this episode of Roadmap to Retirement, I am joined by Chris Haigh, CFP®, RICP, Founder and CEO of Iconoclastic Capital, a high level financial service model in Rochester. In …
Episode 15: Tax Planning With Alex
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 …