EP51: Is Your Retirement Safe?
On this episode of Roadmap to Retirement, I am joined for a third time by Nick Savas, a financial advisor with me at SixPoint Financial Partners. We discuss the impact …
EP50: Couples & Finances w Ashley
On this episode of Roadmap to Retirement, I am joined by Ashley Quamme, a certified financial therapist and behavior specialist, to discuss the intersection of mental health and financial management. …
EP 49: Oh Canada w Lucas Wennersten
In this episode of Roadmap to Retirement Podcast, I am joined by Lucas Wennersten CFA, CFP®(Canada), CFP®(U.S.A.) of 49th Parallel Wealth Management to discuss the complexities of cross-border financial planning …
EP 48 Transparency in Finance w Broc
In this episode of the ‘Roadmap to Retirement’ podcast, this week, I am joined by Broc Buckles, co-owner of BC Brokerage, to talk about his journey in the financial planning …