Episode 39: 2024 Highlight Reel

And with that, the 2024 season comes to an end and to celebrate, here is the top episodes of Roadmap to Retirement. Thank you to all the guests who have …

Episode 38: Why Insurance Matters

In this episode of ‘Roadmap to Retirement’, I am joined by Alex Wesdorf to discuss the often-overlooked topic of disability insurance. The conversation covers the importance of disability insurance as …

Episode 37: Crafting Your Career

On this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MS for a second time! We talk about navigating a career in financial planning going all …