EP61 The Big Beautiful Roth & QCD

In this episode of Roadmap to Retirement, I am joined by Jennifer Stott, a CPA, to discuss effective financial strategies for those nearing or already in retirement. We cover Roth …

EP60 Roadmap to Health Insurance

In this episode of ‘Roadmap to Retirement’, I am talking with health insurance professional R. Cole Craven. We delve into effective health and Medicare insurance planning for both aspiring entrepreneurs …