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 …
Episode 16: Red Flags in Financial Advisors with Chris Haigh
On this episode of Roadmap to Retirement, I am joined by Chris Haigh, CFP®, RICP, Founder and CEO of Iconoclastic Capital, a high level financial service model in Rochester. In …
Episode 15: Tax Planning With Alex
On this episode of Roadmap to Retirement, it’s just me. No guests. And we’re going to talk about tax planning! In case you don’t know why tax planning is important …
Episode 14: “Meaningful Partnerships at Work” with Seth & Tim
This week on Roadmap to Retirement, I am joined by co-authors, Seth Silver and Timothy Franz, of Meaningful Partnerships at Work. It was great to talk with them about their book …
Episode 13: How to talk to your kids about money with Jessica Robinson & Dave Pulcini
On this week’s episode of Roadmap to Retirement, I am joined by Jessica Robinson, Psychology Professor at St. John Fisher University, and Dave Pulcini, friend and fellow CFP. We talked …
Episode 12: What Does Retirement Mean to You? With Sally Stapley
On this week’s episode of Roadmap to Retirement, I am joined by a friend of mine, Sally Stapley! Tune in and listen to Sally and I talk about the meaning …
Episode 11: Q&A with Marshal Scheidt
On this week’s episode of Roadmap to Retirement, we are going to recap the last 10 episodes with questions that clients and listeners have sent in! I am joined this …
Episode 10: 2024 Election & Investments with Luke Lloyd
This week’s episode of Roadmap to Retirement, we are joined by Luke Lloyd CRPC®, Senior Wealth Advisor and Investment Strategist at Strategic Wealth Partners in Cleveland, OH. Luke and I …
Episode 9: Real Estate Roundtable with Brian Ohmann & James Reyes
Episode 9 is brought to you by Keuka Lake Coffee Roasters and one of their distributors in the Rochester Area, Parkleigh! Go check them out if you haven’t already! On …
Episode 8: Negotiating A Raise with Ryan Andrew
In this episode of Roadmap to Retirement, I am joined by Ryan Andrew from AP Professionals of Rochester! This week’s episode is a little different from financial planning because we …
Episode 7: “How’s my portfolio doing?” With Nick Savas
This week’s episode on Roadmap to Retirement, I was joined by colleague and friend, Nick Savas. As financial planners, we get asked the question “how’s my portfolio doing?” all the …
Episode 6: Cybersecurity Roundtable
On this episode of Roadmap to Retirement, I am joined by Dr. Christopher Mansour and Dr. Jordan Hutchinson in a roundtable type conversation about cybersecurity, more importantly, what you need …
Episode 5: Small Business Planning with 401k’s With Austin Spite
On this episode of Roadmap to Retirement, we are joined by Austin Spite, Senior Partner Account Manager at Human Interest. In this episode, you will learn about: – Setting up …
Episode 4: Q&A With David Pulcini
On this episode of Roadmap to Retirement, I am joined by colleague, Dave Pulcini! This episode is going to be a little different than the others, we are doing a …
Episode 3: Estate Planning with Chelsea Sinclair
In this episode of Roadmap to Retirement, we are joined by local attorney, Chelsea Sinclair, to talk about Estate Planning! We know it’s not the most exciting topic but still …
Episode 2: How Has The Financial Advisor Industry Changed
In this episode of Roadmap to Retirement, we are joined by guest, Jon Sheldon. To hear about Jon’s career in finance and thoughts on the industry, tune in today! Key …
Episode 1 – Meet Alex!
Welcome to the Roadmap to Retirement podcast! In this episode, you’ll meet Alex! Enjoy listening to his journey as a financial planner, what he does for fun and the reason …