roadmap to RETIREMENT

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...

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&#821...

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 – &#822...

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 import...

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 adv...

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...