EP 55 Weathering Market Storms w John
During this very short episode of Roadmap to Retirement, I am joined for a third time by John Howe-Wemett, CFP®, MS to talk about the importance of staying the course …
EP 54 Charitable Giving w Hannah Cannon
On this episode of ‘Roadmap to Retirement’ I am joined by Hannah Cannon, an associate in the Trust and Estates department at Woods Oviatt Gilman. We discuss various aspects of …
EP 53: Q&A w Marshal pt. 5
In this episode of ‘Roadmap to Retirement,’ we have another Q&A with Marshal! We start by answering questions on Roth IRA conversions, explaining the timing, tax implications, and strategies during …
EP52: Medicare Uncovered w Colin
In this episode of Roadmap to Retirement, please welcome Colin Miller to discuss various aspects of Medicare. Colin shares his journey from life insurance sales to becoming a Medicare expert …