Episode 43: Beyond Suit & Ties w Jon
In this episode of the Roadmap to Retirement podcast, I am joined by Jon Sheldon to discuss the importance of authenticity in the financial advisory profession and the value of …
EP 42: Tax Tips w Yitzchak Eilenberg
In this episode of the Roadmap to Retirement Podcast, I am joined by Yitzchak Eilenberg, a CPA specializing in tax strategy and planning. Yitzchak provides insightful financial advice aimed at …
Episode 41: Estate Planning w David Shaffer
In this episode of Roadmap to Retirement, I am joined by David Shaffer, Chair of the Family Wealth and Estate Planning Group at Woods Oviatt Gilman LLP. David shares his …
Episode 40: Balancing Life w/ Matthew Jarvis
In this episode of the Roadmap to Retirement podcast, I am joined by Matthew Jarvis to discuss strategies for efficient financial advisory, particularly focusing on surge meetings. Jarvis shares insights …