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roadmap to RETIREMENT
roadmap to RETIREMENT episodes
- Episode 5: Small Business Planning with 401k’s With Austin Spite
On this episode of Roadmap to Retirement, we are joined by Austin Spite, Senior Partner Account Manager at Human Interest.
In this episode, you will learn about:
– Setting up a 401K– Why employers choose a 401K plan over other options– How certain plans benefit the owner– Safe Harbor plans– 401K plans and how the rules are affected by legislation– 401K’s and retirement plans– Switching 401K providers and what that looks like21 min - Episode 4: Q&A With David Pulcini
On this episode of Roadmap to Retirement, I am joined by colleague, Dave Pulcini! This episode is going to be a little different than the others, we are doing a client mailbag episode where we answer any questions clients have asked us!
Key Takeaways:
– What people in their 20s/30s should do to plan for retirement
– What can you do to help your parents plan for retirement
– “Do I have enough?”
– Why you shouldn’t listen to your friends about finances
– How much to spend and not run out
– What would you say to someone struggling to accept spending money
– Financial Status: You vs. others your age
– Investing in an election year and your stock portfolio
– What to do with inherited moneyIf you have any questions that we can answer, leave a comment on any of our socials!
31 min - Episode 3: Estate Planning with Chelsea Sinclair
In this episode of Roadmap to Retirement, we are joined by local attorney, Chelsea Sinclair, to talk about Estate Planning! We know it’s not the most exciting topic but still important for you, the listeners, to know about so you can have a plan in place! How prepared for your future are you?
In this episode, you will learn:
Do I need a Will?
What happens to my money after I die
Is it important to have a beneficiary
How does long-term care play a role
How can I protect my assets /retirement assets
Should I be nervous about setting up this meeting with my financial advisor or attorney
What to expect for an estate planning meeting28 min - Episode 2: How Has The Financial Advisor Industry ChangedIn this episode of Roadmap to Retirement, we are joined by guest, Jon Sheldon. To hear about Jon's career in finance and thoughts on the industry, tune in today!Key Takeaways:* How has technology changed the industry* Impact of relationship between advisor and client* What should the client know before meeting with an advisor* Are designations useful to have?* Are there red flags in financial advisors?* Business coaching and the many ways to do business* Transparency with client and advisor* Main reason clients leave their advisor24 min
- Episode 1 – Meet Alex!
Welcome to the Roadmap to Retirement podcast!
In this episode, you’ll meet Alex! Enjoy listening to his journey as a financial planner, what he does for fun and the reason behind starting this podcast!
What you’ll learn:
- Who Alex is
- Where his career started
- Six Point Financial Partner’s journey
- Outside the office life
- Creation of Roadmap to Retirement
To learn more about SixPoint Financial, click HERE for the website.
If you have any comments, questions, concerns, please reach out, we would love to hear from you!
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
7 min
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roadmap to RETIREMENT