roadmap to RETIREMENT

<p>Welcome back to Roadmap to Retirement. This episode we are joined by friend of the show, Nick Savas for a fast-moving conversation drawn from common client questions. We discussed how to choose inflation assumptions...

<p>Welcome back to the Roadmap to Retirement podcast! During this episode, I explain how parents can decide if college is the right path by making the economics real: estimate a child’s starting salary, subtract savings...

<p>Welcome back to Roadmap to Retirement, this episode I will be answering recent client questions:</p> What to do if you’re spending more in retirement (first verify if it’s sustainable, then budget, cut expenses, or...

<p>On the Roadmap to Retirement Podcast, I talked with Jason Grover from Grover Financial Services about how geopolitical conflicts like the current Iran situation can spark fear and tempt investors to make drastic...

<p>In this Roadmap to Retirement episode, I break down what “Trump accounts” are and when they may make sense for parents and grandparents. The account lets you contribute up to $5,000 per year and works like a...

<p>In this solo Roadmap to Retirement mailbag, I answer five listener and client questions: how to retire early by building a liquid, non-retirement investment pool to bridge the years before penalty-free access to...

<p>On this episode of Roadmap to Retirement, I talked with Jon Sheldon, founder of BelleauWood Coaching LLC in Rochester, NY, about the non-financial side of the FIRE movement—especially the purpose gap that can hit...

<p>In this episode of Roadmap to Retirement, I sat down again with Jason Grover to talk about how financial planning shouldn’t only revolve around the vague idea of “retirement someday,” especially for younger people...

<p>Welcome back to the Roadmap to Retirement podcast. In this solo episode, I discuss two key topics. First, the challenge some retirees face of having ‘too much money,’ a situation often resulting from decades of...

<p>In our latest episode of Roadmap to Retirement, we dive into the interplay between accountants and financial advisors with Jordan Stealey, EA at Redwood Tax and Accounting.</p> <p>We discuss the importance of...

<p>Welcome to The Roadmap to Retirement, this episode I am flying solo. As a way to kick off the new year, let’s talk about financial planning best practices, tips and smart money moves.</p> <p>Learn about the Mexican...

<p>Welcome back to the Roadmap Retirement Podcast! Kicking off the new year strong with a new guest – Jesse Cramer, who transitioned from a mechanical engineer to a financial planning and wealth management professional...

<p>Welcome back to the Roadmap Retirement Podcast, returning for a second time, I am talking with Alex Wesdorf today to talk about the often-avoided topic of disability insurance.</p> <p>This episode explores the...

<p>Welcome back to the ‘Roadmap to Retirement’ podcast, where we delve into financial tips, investment strategies, and smart money moves to supercharge your retirement savings. Today, I’m joined by Tom Harris, someone...

<p>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...