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 …
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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 …