roadmap to RETIREMENT
roadmap to RETIREMENT
Episodes
October 2, 2025 • 24 mins
Welcome to another episode of the Roadmap to Retirement Podcast! I'm joined once again by Matthew Jarvis. In this episode, we dive into the complexities of retirement planning, with a particular emphasis on tax strategies. We shed light on recent changes in tax laws, such as the increase in the state and local tax (SALT) cap from $10,000 to $40,000, and new provisions for charitable contributions. We also discuss the importance of ...
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September 24, 2025 • 29 mins
Insights from Bill Cates on Wealth Wisdom
In a recent episode of the Roadmap to Retirement podcast, I had a great conversation with Bill Cates, The Original Referral Coach, about financial decision-making and referrals. We delved into the importance of mindset, nurturing referable relationships, and his new book, "The Hidden Heist." Bill shared invaluable tips for advisors seeking quality client introductions, emphasizing the sign...
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September 17, 2025 • 27 mins
In this episode of Roadmap to Retirement, we dive deep into real estate strategies, focusing on first-time home buyers and retirees looking to downsize. Julie Ohmann from Remax shares insights on the initial consultation process, emphasizing the importance of understanding terms and the home buying timeline. For first-time buyers, planning for a 5-10 year home is advised to avoid equity issues and contingent sales. Julie also highl...
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August 28, 2025 • 31 mins
In this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MSFP for a fourth time to discuss various aspects of financial planning for retirement. We address common misconceptions about Social Security, "is it a Ponzi Scheme?" and the importance of understanding its broader benefits. We cover the clickbait concept of retiring with one million dollars and highlight how financial needs vary significantly based o...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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,...
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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...
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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...
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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...
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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 ...
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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...
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