Episode 36: Questions from Dave’s mind
On this weeks episode, we’re taking a little turn in questions. This week, I am joined by Dave Pulcini, one of SixPoint’s very own to answer questions from the depths …
Episode 35: Investing In Your Future
In this episode of ‘Roadmap to Retirement, I am joined by Drew Norton from The Everyday Leader. We covered financial tips, investment strategies, and the importance of aligning personal passion …
Episode 34: 2025 Taxes ft. Jamie
Jamie Abraham from Gray Locey CPA PLLC, is back for another episode to discuss key strategies for maximizing tax benefits and retirement savings. The discussion includes client service principles, Roth …
Episode 33: Financial Planning For All Stages
In this episode of ‘Roadmap to Retirement,’ it is just me this week! This week’s episode surrounds distribution planning in detail. I want to emphasize the importance of attaching meaning …