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 …