roadmap to RETIREMENT

On this episode of Roadmap to Retirement, it’s just me. No guests. And we’re going to talk about tax planning! In case you don’t know why tax planning is important here is a brief overview:

Tax planning is about organizing your finances smartly to pay the least amount of taxes legally required. By using deductions and credits wisely, you can save money and improve your financial situation. It’s important because it helps you keep more of your income, plan for future expenses, and stay on top of your financial goals.

Listen to this episode now to find out if you are saving money correctly or maybe you need to revise your financial plan!

This week on Roadmap to Retirement, I am joined by co-authors, Seth Silver and Timothy Franz, of Meaningful Partnerships at Work. 

It was great to talk with them about their book and learn the meaning and purpose behind it! The book gives great insight to meaningful collaborations among employees and how certain workplace practices and covenants lead to success!

Overview:

On this week’s episode of Roadmap to Retirement, I am joined by Jessica Robinson, Psychology Professor at St. John Fisher University, and Dave Pulcini, friend and fellow CFP. We talked about how to talk to your kids about money at all ages and stages of development. Talking to kids about money is not just about dollars and cents; it’s about preparing them for a financially secure and responsible future…So how can parents do that?

By incorporating certain strategies, that we talk about in this episode, into your parenting approach, you can empower your children with the knowledge and skills they need to become financially responsible adults. Remember, consistency and patience are key to successfully teaching kids about money management.

Key Takeaways:

On this week’s episode of Roadmap to Retirement, I am joined by a friend of mine, Sally Stapley! Tune in and listen to Sally and I talk about the meaning of retirement and how that can mean many different things for different people.

Key Takeaways:

On this week’s episode of Roadmap to Retirement, we are going to recap the last 10 episodes with questions that clients and listeners have sent in! I am joined this week by my good friend and fellow advisor, Marshal Scheidt! Make sure to subscribe, follow the roadmap and keep sending in questions!  Thanks for listening!

Key Takeaways:

This week’s episode of Roadmap to Retirement, we are joined by Luke Lloyd CRPC®, Senior Wealth Advisor and Investment Strategist at Strategic Wealth Partners in Cleveland, OH.

Luke and I discussed the concern for investments surrounding the 2024 Election year. We touched on many topics and questions clients have asked in the past so you don’t want to miss this episode!

Key Takeaways:

On this week’s Roadmap to Retirement episode, I was joined by Brian Ohmann from AnnieMac Home Mortgage and James Reyes, Real Estate Agent from Keller Williams.  When you are looking to make a big financial decision in your life, it is always good to talk to someone. Today, we are going to discuss the financial needs that come with buying your first home.

Key Takeaways:

In this episode of Roadmap to Retirement, I am joined by Ryan Andrew from AP Professionals of Rochester! This week’s episode is a little different from financial planning because we are going to talk about how to negotiate a raise whether it is with your current employer or during your interview process!

Key Takeaways:

This week’s episode on Roadmap to Retirement, I was joined by colleague and friend, Nick Savas. As financial planners, we get asked the question “how’s my portfolio doing?” all the time. This episode, we discussed what a client should know when asking that question.

Key Takeaways:

On this episode of Roadmap to Retirement, I am joined by Dr. Christopher Mansour and Dr. Jordan Hutchinson in a roundtable type conversation about cybersecurity, more importantly, what you need to know!

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