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 …
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 …
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 …
In this episode of ‘Roadmap to Retirement’, I am solo this week, focusing on financial literacy. Tune in as I break down the components of credit scores, explaining the five …
In this episode of the ‘Roadmap to Retirement Podcast,’ I am joined by Tyrone White Jr., a Certified Financial Therapist and Credit Financial Counselor. Tune in to hear us dive …
In this episode of ‘Roadmap to Retirement,’ I am joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to discuss the emotional and psychological aspects of financial planning. We …
