EP 73: From Debt to Dreams
In this episode of Roadmap to Retirement, I sat down again with Jason Grover to talk about how financial planning shouldn’t only revolve around the vague idea of “retirement someday,” …
EP 72 Should Retirees Spend or Save More?
Welcome back to the Roadmap to Retirement podcast. In this solo episode, I discuss two key topics. First, the challenge some retirees face of having ‘too much money,’ a situation …
EP 71: Accountant or Advisor?
In our latest episode of Roadmap to Retirement, we dive into the interplay between accountants and financial advisors with Jordan Stealey, EA at Redwood Tax and Accounting. We discuss the …