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, …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
