Episodes

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 e...

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: Define Retirement Work / Life Balance Parenting & Personal Freedom Retirement & Motivation to Save Routine Changes Finding Purpose Beyond the Paycheck

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: Interest rates on houses – how you should be advised Benefits to look for other than salary with a new job More than one 401k? Bad idea… Do we do taxes? Life ...

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: General outlooks for 2024/Factors effecting the market – Inflations, Election, Market Trends, etc. Investing ...

Episode 9 is brought to you by Keuka Lake Coffee Roasters and one of their distributors in the Rochester Area, Parkleigh! Go check them out if you haven’t already! 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 buy...

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: – How can people negotiate a better salary with their current employer/next employer? – Big mistakes to avoid during an interview – How to stand out during the interviewing pr...

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: – How to benchmark your portfolio – What is S&P 500 – Should you be checking your portfolio regularly – Rate of Return and why it’s important – Do you speak up when you overhear incorrect financial advice – Best...

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! Important Takeaways: – Biggest risks clients take when protecting their information – Changes with technology constantly evolving – Are identity theft protection policies worth it? – “Freezing” your social – smart or not? – Why is it getting harder to spot spam/scam – “AI impersonated my l...

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 like

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 w...

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 as...

In 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 M...

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 wo...