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Tag: advisor

Episodes

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 …

Episodes

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 …

Episodes

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 …

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  • EP 58 Charting Financial Paths w Jason Grover
  • EP 57 Tax Prep w Catherine Tindall
  • EP 56 Building A New Brand
  • EP 55 Weathering Market Storms w John
  • EP 54 Charitable Giving w Hannah Cannon

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