Latest episodes of the podcast roadmap to RETIREMENT
EP66: Tips, Taxes & Thoughtful Plans
03/10/2025
EP65 Bill Cates on Wealth Wisdom
24/09/2025
EP64 First Time Buyers to Retirees
17/09/2025
EP 63 Are You Retiring with Joy?
28/08/2025
EP 62 AI for Advisors w/ Liam Hanlon
08/08/2025
EP61 The Big Beautiful Roth & QCD
17/07/2025
EP60 Roadmap to Health Insurance
09/07/2025
EP59: Designations & Veterans w Chet
25/06/2025
EP 57 Tax Prep w Catherine Tindall
28/05/2025
EP 56 Building A New Brand
07/05/2025
EP 55 Weathering Market Storms w John
30/04/2025
EP 54 Charitable Giving w Hannah Cannon
23/04/2025
EP 53: Q&A w Marshal pt. 5
09/04/2025
EP52: Medicare Uncovered w Colin
02/04/2025
EP51: Is Your Retirement Safe?
26/03/2025
EP50: Couples & Finances w Ashley
19/03/2025
EP 49: Oh Canada w Lucas Wennersten
12/03/2025
EP 48 Transparency in Finance w Broc
05/03/2025
EP 47: Tax Talk w Steven Jarvis
26/02/2025