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Listen "Episode 1 – Meet Alex!"
Episode Synopsis
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.
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.
More 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
In God we trust