Episodes

In this episode of Roadmap to Retirement, I am joined by Jim Pashalidis, RSSA®., a licensed insurance agent and host of the Community Connect Podcast. Tune in as we dive into crucial aspects of Medicare including its different parts (A, B, C, and D), the importance of planning ahead, and the potential changes expected in the upcoming years. Jim shares his journey from being a school teacher to becoming a Medicare advisor, emphasizing the importance of passion and education in his new career. The...

In this episode of ‘Roadmap to Retirement’, I am solo this week, focusing on financial literacy. Tune in as I break down the components of credit scores, explaining the five key factors that impact them: payment history, amounts owed, length of credit history, new credit inquiries, and types of credit used. You will be provided with practical advice for improving credit scores for both young professionals and those later in life. I will also discuss effective budgeting strategies, emphasizing th...

In this episode of the ‘Roadmap to Retirement Podcast,’ I am joined by Tyrone White Jr., a Certified Financial Therapist and Credit Financial Counselor. Tune in to hear us dive into personal finance topics including budgeting, spending plans, and debt management. Tyrone explains his role, which blends elements of financial advising and financial therapy, focusing on the emotional aspects of money management. The discussion covers strategies to help couples communicate about finances, sustainable...

In this episode of ‘Roadmap to Retirement,’ I am joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to discuss the emotional and psychological aspects of financial planning. We discuss various topics including the importance of intentional spending, social influences on financial decisions, and the difference between fleeting happiness and enduring contentment. Brendan shares insights from his podcast, ‘The Human Side of Money,’ emphasizing behavior management in financial deci...

On this episode of Roadmap to Retirement, I am joined by Chris Haigh, CFP®, RICP, Founder and CEO of Iconoclastic Capital, a high level financial service model in Rochester. In this episode, we cover some of the ‘red flags’ people should know about when selecting their financial advisor based on our knowledge and experience in this industry. For this episode, shoutout to Strangebird Brewery for allowing up to try their “Sly Move” IPA on this episode. If you know of any local small businesses th...

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 ...

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...