EP 86 Boost Your Bucks: Credit Cards
In this episode of Roadmap to Retirement, I’m joined by credit card rewards consultant Colin Strout to talk about when credit card points beat cash back, how travel “arbitrage” can …
EP85 Market Bubbles & Diversification
Today on Roadmap to Retirement, I’m sitting down with Jason Grover for a fourth time to break down what a market bubble is, why AI may feel like one, and …
EP84: Planning For The Unexpected
In this episode of Roadmap to Retirement, I’m joined by Dana DeLuca to break down what long-term care insurance is, why Medicare won’t cover it, and what care can cost—from …
EP83: Supercharge Your Retirement Fund
Welcome back to another solo episode. Today I’m breaking down popular financial planning rules of thumb…some I like and some I don’t. I’ll cover the 50/30/20 budgeting rule, why a …
EP82: Business Exit Guide ft. Conner Young
In this episode of Roadmap to Retirement, I sit down with Conner Young from Baskets Capital to talk about what business owners should consider when planning to exit. We cover …
EP 81: Navigating Market Bubbles
Welcome back to another “Roadmap to Retirement” episode. During this episode, I am covering several financial topics. Addressing fears of an AI-driven market bubble by comparing two investors: one stays …
EP 80: Inflation & Retirement
Welcome back to Roadmap to Retirement. This episode we are joined by friend of the show, Nick Savas for a fast-moving conversation drawn from common client questions. We discussed how …
EP79: Affording College Debt
Welcome back to the Roadmap to Retirement podcast! During this episode, I explain how parents can decide if college is the right path by making the economics real: estimate a …
EP78: Avoiding Credit Card Traps
Welcome back to Roadmap to Retirement, this episode I will be answering recent client questions: What to do if you’re spending more in retirement (first verify if it’s sustainable, then …
EP77: Geopolitics & Retirement Plans
On the Roadmap to Retirement Podcast, I talked with Jason Grover from Grover Financial Services about how geopolitical conflicts like the current Iran situation can spark fear and tempt investors …
EP 76: What Are “Trump Accounts”?
In this Roadmap to Retirement episode, I break down what “Trump accounts” are and when they may make sense for parents and grandparents. The account lets you contribute up to …
EP 74: Client Q&A
In this solo Roadmap to Retirement mailbag, I answer five listener and client questions: how to retire early by building a liquid, non-retirement investment pool to bridge the years before …
EP75: Four Pillars of Retirement
On this episode of Roadmap to Retirement, I talked with Jon Sheldon, founder of BelleauWood Coaching LLC in Rochester, NY, about the non-financial side of the FIRE movement—especially the purpose …
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 …
EP 70: Financial Success in 2026
Welcome to The Roadmap to Retirement, this episode I am flying solo. As a way to kick off the new year, let’s talk about financial planning best practices, tips and …
EP 69: From Engineering to Finance
Welcome back to the Roadmap Retirement Podcast! Kicking off the new year strong with a new guest – Jesse Cramer, who transitioned from a mechanical engineer to a financial planning …
EP 68 Do You Have Enough Coverage?
Welcome back to the Roadmap Retirement Podcast, returning for a second time, I am talking with Alex Wesdorf today to talk about the often-avoided topic of disability insurance. This episode …
EP 67 Redefining Retirement w Tom Harris
Welcome back to the ‘Roadmap to Retirement’ podcast, where we delve into financial tips, investment strategies, and smart money moves to supercharge your retirement savings. Today, I’m joined by Tom …
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 …