roadmap to RETIREMENT
roadmap to RETIREMENT
Episodes
August 8, 2025 • 27 mins
Welcome back to the Roadmap Retirement Podcast! I was recently joined by Liam Hanlon, the Head of Insights at Jump, a leading AI meeting assistant in the financial advice sector. Liam explains how Jump leverages unique and powerful data to aid advisors and make their work more efficient. During our discussion, we delve into the adoption of AI in financial advisory, its impact on time management, and how advisors can use this techno...
Mark as Played
July 17, 2025 • 22 mins
In this episode of Roadmap to Retirement, I am joined by Jennifer Stott, a CPA, to discuss effective financial strategies for those nearing or already in retirement. We cover Roth conversions, explaining the process of converting pre-tax IRA funds to a Roth IRA, the tax implications, and when it might be beneficial. The conversation continues on to cover considerations such as the impact on Medicare premiums, the taxability of Soci...
Mark as Played
July 9, 2025 • 25 mins
In this episode of 'Roadmap to Retirement', I am talking with health insurance professional R. Cole Craven. We delve into effective health and Medicare insurance planning for both aspiring entrepreneurs and those nearing retirement. Cole shares his journey and passion for health insurance, focusing on the complexity many people face in understanding their healthcare plans. The discussion touches on the challenges and options availa...
Mark as Played
June 25, 2025 • 24 mins
On this episode of Roadmap to Retirement, I am talking with Chet R. Bennetts, PhD, CFP®, CLU®, ChFC®, RICP®,CLF® today, assistant Professor of Financial Planning and Program Director at the American College of Financial Services. We discuss the importance of earning professional designations for both credibility and confidence in the financial planning industry. Chet shares his journey from being a young professional seeking credib...
Mark as Played
June 5, 2025 • 22 mins
In this episode of 'Roadmap to Retirement,' I am joined by Jason Grover, founder of Grover Financial Services. Jason shares his journey starting in the financial industry during the 2007-2008 Great Recession and emphasizes the importance of behavioral management in financial advising. We discuss investment strategies, the significance of setting financial goals, and managing market volatility. The conversation touches on topics suc...
Mark as Played
May 27, 2025 • 33 mins
On this episode of Roadmap to Retirement, I am joined by CPA, Catherine Tindall to talk about the importance of tax planning and strategic outsourcing for business owners, specifically those in financial advisory firms. Catherine emphasizes that while basic tax returns can be managed by individuals with simple finances using software like TurboTax, complex financial situations, such as owning a business, require professional tax pl...
Mark as Played
May 7, 2025 • 28 mins
Time for a change! For this episode, I am the one being "interviewed". Take this as my announcement for my departure from Six Point Financial Partners after seven years to join a retiring advisor's practice. I am having this conversation with John Howe-Wemett to discuss the decision-making process, the importance of finding the right professional fit, and the value of independence in the financial advisory field. Key topics include...
Mark as Played
April 30, 2025 • 10 mins
During this very short episode of Roadmap to Retirement, I am joined for a third time by John Howe-Wemett, CFP®, MS to talk about the importance of staying the course with one’s investment strategy during market downturns. We emphasize the value financial advisors offer in preventing clients from making emotionally driven, poor financial decisions. The conversation covers key principles of investment management, including time hori...
Mark as Played
April 23, 2025 • 23 mins
On this episode of 'Roadmap to Retirement' I am joined by Hannah Cannon, an associate in the Trust and Estates department at Woods Oviatt Gilman. We discuss various aspects of estate planning with a specific focus on what to do if you don't have an obvious beneficiary. The conversation covers options like charitable donations, setting up scholarship funds, 529 accounts for educational purposes, and the intricacies of gift taxes. Ha...
Mark as Played
April 9, 2025 • 23 mins
In this episode of 'Roadmap to Retirement,' we have another Q&A with Marshal! We start by answering questions on Roth IRA conversions, explaining the timing, tax implications, and strategies during market downturns. Then moving onto answering questions like evaluating the benefits of buying annuities, the strategy of tax-loss harvesting, and the timing for claiming Social Security benefits. We dive into the pros and cons of making ...
Mark as Played
April 2, 2025 • 27 mins
In this episode of Roadmap to Retirement, please welcome Colin Miller to discuss various aspects of Medicare. Colin shares his journey from life insurance sales to becoming a Medicare expert and founding Medicare Plan Partners. We delve into the nuances of Medicare versus Medicaid, explaining the significant differences between the two. Key topics include the benefits and drawbacks of Original Medicare and Medicare Advantage plans,...
Mark as Played
March 26, 2025 • 21 mins
On this episode of Roadmap to Retirement, I am joined for a third time by Nick Savas, a financial advisor with me at SixPoint Financial Partners. We discuss the impact of political and economic uncertainties on retirement planning. We address common concerns from clients, including market volatility, the effects of political administrations on investments, and fears regarding changes to Social Security. Nick and I both want to emph...
Mark as Played
March 19, 2025 • 24 mins
On this episode of Roadmap to Retirement, I am joined by Ashley Quamme, a certified financial therapist and behavior specialist, to discuss the intersection of mental health and financial management. Ashley details her transition from being a marriage and family therapist to specializing in financial therapy, emphasizing the importance of understanding money dynamics in relationships. We explore how financial attitudes and behavio...
Mark as Played
March 12, 2025 • 27 mins
In this episode of Roadmap to Retirement Podcast, I am joined by Lucas Wennersten CFA, CFP®(Canada), CFP®(U.S.A.) of 49th Parallel Wealth Management to discuss the complexities of cross-border financial planning between the US and Canada. Lucas shares his journey from the mortgage business to becoming a Certified Financial Planner (CFP) specializing in cross-border financial planning, highlighting the unique challenges and strategi...
Mark as Played
March 5, 2025 • 21 mins
In this episode of the 'Roadmap to Retirement' podcast, this week, I am joined by Broc Buckles, co-owner of BC Brokerage, to talk about his journey in the financial planning and insurance industry. Broc shares insights from his early career experiences at Northwestern and the evolution of his business, which now serves over a thousand advisors nationwide by handling their insurance needs. We discuss the shift in financial advisors ...
Mark as Played
February 26, 2025 • 26 mins
In this episode of the Roadmap to Retirement podcast, we are discussing tax planning strategies with CPA, Steven Jarvis. We cover the importance of proactive tax planning, especially for W2 employees nearing retirement, and delve into complex topics like backdoor Roth contributions and the implications of the Secure Act 2.0 on inherited IRAs. Jarvis highlights the necessity of understanding the tax impact of financial decisions and...
Mark as Played
February 19, 2025 • 20 mins
In this episode of 'Roadmap to Retirement', I am joined by Matt Sommer from Janus Henderson Investors. We delve into protecting investors from sophisticated financial scams using AI and examples like the 'grandparent scam'. We cover the psychology of investing, referencing Daniel Kahneman's book 'Thinking Fast and Slow', and the role of financial advisors in helping clients navigate emotional decision-making. Matt also touches upon...
Mark as Played
February 12, 2025 • 22 mins
In this episode of 'Roadmap to Retirement,' Mashal is back for another Q&A. We discuss common tax planning mistakes, such as not planning for lump-sum distributions and the benefits of using Roth accounts for young professionals. The conversation also covers tax planning for inherited money, integrating charitable giving into estate planning, and practical advice for budgeting and tracking expenses. Additionally, we touch upon the ...
Mark as Played
February 5, 2025 • 29 mins
In this episode of the Roadmaps Retirement Podcast, I am joined by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Executive Officer at Bryn Mawr Capital Management, LLC and Chief Wealth Officer at WSFS Bank . Jamie shares his professional journey, highlighting his roles and multiple designations. He discusses the importance of financial education, recommending the CFP and RICP designations, and provides insights on the s...
Mark as Played
January 29, 2025 • 27 mins
In this episode of the Roadmap to Retirement podcast, I am joined by Jon Sheldon to discuss the importance of authenticity in the financial advisory profession and the value of effective coaching. Key topics include overcoming self-consciousness, like concerns about tattoos, by embracing one's true self, and the significance of genuine client relationships. I expand on the challenges and benefits of dressing casually versus formall...
Mark as Played
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
The official podcast of comedian Joe Rogan.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!