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Month: August 2024

Episodes

Episode 23: Money, Happiness, Purpose with Brendan Frazier

In this episode of ‘Roadmap to Retirement,’ I am joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to discuss the emotional and psychological aspects of financial planning. We …

Episodes

Episode 22: Financial Therapy with Nathan Astle

Having a healthy relationship with money and your finances is important. On this episode of Roadmap to Retirement, I am joined by Nathan Astle,, CFT-I™, MFT, to talk about his …

Episodes

Episode 21: What A CPA Can Do For You

Welcome back to the Roadmap to Retirement podcast! On this episode, I am joined by Jamie Abraham a CPA at Gray Locey CPA PLLC. Listen as we talk about the …

Episodes

Episode 20: From Coverage to Cost: Navigating Employee Benefits

On this episode of Roadmap to Retirement, I am joined by benefits consultant Eric Eveland, founder of The Eveland Group. Together, we dive deep into the intricacies of employee benefits, …

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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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