EP66: Tips, Taxes & Thoughtful Plans
Welcome to another episode of the Roadmap to Retirement Podcast! I’m joined once again by Matthew Jarvis. In this episode, we dive into the complexities of retirement planning, with a …
EP65 Bill Cates on Wealth Wisdom
Insights from Bill Cates on Wealth Wisdom In a recent episode of the Roadmap to Retirement podcast, I had a great conversation with Bill Cates, The Original Referral Coach, about …
EP64 First Time Buyers to Retirees
In this episode of Roadmap to Retirement, we dive deep into real estate strategies, focusing on first-time home buyers and retirees looking to downsize. Julie Ohmann from Remax shares insights …
EP 63 Are You Retiring with Joy?
In this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MSFP for a fourth time to discuss various aspects of financial planning for retirement. We address …
EP 62 AI for Advisors w/ Liam Hanlon
Welcome back to the Roadmap Retirement Podcast! I was recently joined by Liam Hanlon, the Head of Insights at Jump, a leading AI meeting assistant in the financial advice sector. …
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 …
EP59: Designations & Veterans w Chet
On this episode of Roadmap to Retirement, I am talking with Chet R. Bennetts, PhD, CFP®, CLU®, ChFC®, RICP®,CLF® today, assistant Professor of Financial Planning and Program Director at the …
EP 58 Charting Financial Paths w Jason Grover
In this episode of ‘Roadmap to Retirement,’ I am joined by Jason Grover, founder of Grover Financial Services. Jason shares his journey starting in the financial industry during the 2007-2008 …
EP 57 Tax Prep w Catherine Tindall
On this episode of Roadmap to Retirement, I am joined by CPA, Catherine Tindall to talk about the importance of tax planning and strategic outsourcing for business owners, specifically those …
EP 56 Building A New Brand
Time for a change! For this episode, I am the one being “interviewed”. Take this as my announcement for my departure from Six Point Financial Partners after seven years to …
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 …
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 …
EP 47: Tax Talk w Steven Jarvis
In this episode of the Roadmap to Retirement podcast, we are discussing tax planning strategies with CPA, Steven Jarvis. We cover the importance of proactive tax planning, especially for W2 …
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 …
Episode 43: Beyond Suit & Ties w Jon
In this episode of the Roadmap to Retirement podcast, I am joined by Jon Sheldon to discuss the importance of authenticity in the financial advisory profession and the value of …
EP 42: Tax Tips w Yitzchak Eilenberg
In this episode of the Roadmap to Retirement Podcast, I am joined by Yitzchak Eilenberg, a CPA specializing in tax strategy and planning. Yitzchak provides insightful financial advice aimed at …
Episode 41: Estate Planning w David Shaffer
In this episode of Roadmap to Retirement, I am joined by David Shaffer, Chair of the Family Wealth and Estate Planning Group at Woods Oviatt Gilman LLP. David shares his …
Episode 40: Balancing Life w/ Matthew Jarvis
In this episode of the Roadmap to Retirement podcast, I am joined by Matthew Jarvis to discuss strategies for efficient financial advisory, particularly focusing on surge meetings. Jarvis shares insights …
Episode 39: 2024 Highlight Reel
And with that, the 2024 season comes to an end and to celebrate, here is the top episodes of Roadmap to Retirement. Thank you to all the guests who have …
Episode 38: Why Insurance Matters
In this episode of ‘Roadmap to Retirement’, I am joined by Alex Wesdorf to discuss the often-overlooked topic of disability insurance. The conversation covers the importance of disability insurance as …
Episode 37: Crafting Your Career
On this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MS for a second time! We talk about navigating a career in financial planning going all …
Episode 36: Questions from Dave’s mind
On this weeks episode, we’re taking a little turn in questions. This week, I am joined by Dave Pulcini, one of SixPoint’s very own to answer questions from the depths …
Episode 35: Investing In Your Future
In this episode of ‘Roadmap to Retirement, I am joined by Drew Norton from The Everyday Leader. We covered financial tips, investment strategies, and the importance of aligning personal passion …
Episode 34: 2025 Taxes ft. Jamie
Jamie Abraham from Gray Locey CPA PLLC, is back for another episode to discuss key strategies for maximizing tax benefits and retirement savings. The discussion includes client service principles, Roth …
Episode 33: Financial Planning For All Stages
In this episode of ‘Roadmap to Retirement,’ it is just me this week! This week’s episode surrounds distribution planning in detail. I want to emphasize the importance of attaching meaning …
Episode 32: Q&A with Marshal
Back by popular demand for a THIRD time, Marshal Scheidt! On this episode of Roadmap to Retirement, I am joined by Marshal for another Q&A. We will be answering questions …
Episode 31: Why You Should Have Life Insurance with Amanda Harvat
In this episode of the Roadmap to Retirement Podcast, I explore the vital role of various insurance types in financial planning with Amanda Harvat from KAFL Insurance Resources. We delve …
Episode 30: Mindset Matters with Jenna D’Annunzio
In this episode of the ‘Roadmap to Retirement’ podcast, I’m joined by Jenna D’Annunzio, a holistic business and mindset coach. Together, we explore the ‘money mindset,’ its impact on financial …
Episode 29: Politics & Portfolios with Ashley Sullivan
On this episode of the Roadmap to Retirement podcast, I am joined by Ashley Sullivan, a fellow CFP to discuss investment strategies during the election year and general market conditions. …
Episode 28: From childcare to college tuition with Nick Savas
In this episode of the Roadmap to Retirement Podcast, I am joined by Nick Savas CFP® RICP® to discuss financial planning strategies tailored for young families, particularly focusing on a …
Episode 27: Empowering Women in Finances with Lacy Garcia
In this episode of the Roadmap to Retirement Podcast, host Alex Neri, CFP, converses with Lacy Garcia, CEO and founder of Willow (TrustWillow.com), a platform likened to ‘Bumble’ for finding …
Episode 26: Medicare Insights from Jim Pashalidis
In this episode of Roadmap to Retirement, I am joined by Jim Pashalidis, RSSA®., a licensed insurance agent and host of the Community Connect Podcast. Tune in as we dive …
Episode 25: Improving Budget, Credit Score & Retirement Plans
In this episode of ‘Roadmap to Retirement’, I am solo this week, focusing on financial literacy. Tune in as I break down the components of credit scores, explaining the five …
Episode 24: Path to Planning: Budgeting, Debt, and Retirement with Tyrone White Jr.
In this episode of the ‘Roadmap to Retirement Podcast,’ I am joined by Tyrone White Jr., a Certified Financial Therapist and Credit Financial Counselor. Tune in to hear us dive …
Episode 23: Money, Happiness, Purpose with Brendan Frazier
In this episode of ‘Roadmap to Retirement,’ I am joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to discuss the emotional and psychological aspects of financial planning. We …
Episode 22: Financial Therapy with Nathan Astle
Having a healthy relationship with money and your finances is important. On this episode of Roadmap to Retirement, I am joined by Nathan Astle,, CFT-I™, MFT, to talk about his …
Episode 21: What A CPA Can Do For You
Welcome back to the Roadmap to Retirement podcast! On this episode, I am joined by Jamie Abraham a CPA at Gray Locey CPA PLLC. Listen as we talk about the …
Episode 20: From Coverage to Cost: Navigating Employee Benefits
On this episode of Roadmap to Retirement, I am joined by benefits consultant Eric Eveland, founder of The Eveland Group. Together, we dive deep into the intricacies of employee benefits, …
Episode 19: Q&A with Marshal
On this episode of Roadmap to Retirement, back by popular demand, we’re doing another Q&A with Marshal, covering questions from the last 10 episodes. Throughout this episode, we discuss whether …
Episode 18: Financial Planning Beyond The Portfolio with John Howe-Wemett
On this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MS, from Generation Capital Management. For this episode, we focused on the misconceptions about financial advisors …
Episode 17: From Olympic Medals to Financial Wisdom with Paul Kingsman
On this episode of Roadmap to Retirement, I am joined by Paul Kingsman, a seasoned financial advisor and Olympic medalists, to discuss how to select the right financial advisor and …