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 …

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 …

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 …

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 …

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 …

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. …

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 …

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 …

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 …