EP 47: Tax Talk w Steven Jarvis
In this episode of the Roadmap to Retirement podcast, we are discussing tax planning strategies with CPA, Steven Jarvis. We cover the importance of proactive tax planning, especially for W2 …
EP 46: Financial Safety & Strategy w Matt Sommer
In this episode of ‘Roadmap to Retirement’, I am joined by Matt Sommer from Janus Henderson Investors. We delve into protecting investors from sophisticated financial scams using AI and examples …
Episode 45: Q&A w Marshal pt 4
In this episode of ‘Roadmap to Retirement,’ Mashal is back for another Q&A. We discuss common tax planning mistakes, such as not planning for lump-sum distributions and the benefits of …
EP 44: Financial Advice w Jamie Hopkins
In this episode of the Roadmaps Retirement Podcast, I am joined by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Executive Officer at Bryn Mawr Capital Management, LLC and …