PODCAST

roadmap to RETIREMENT

Alex Neri

business management

All Episodes

26:22

EP 47: Tax Talk w Steven Jarvis

roadmap to RETIREMENT ·

2025/02/26

In this episode of the Roadmap to Retirement podcast, we are discussing tax planning strategies with CPA, Steven Jarvis. We cover the importance of proactive tax planning, especially for W2 employees nearing retirement, and delve into complex topics like backdoor Roth contributions and the implications of the Secure Act 2.0 on inherited IRAs. Jarvis highlights the necessity of understanding the tax impact of financial decisions and advises staying knowledgeable about relevant tax codes or hiring a

20:27

EP 46: Financial Safety & Strategy w Matt Sommer

roadmap to RETIREMENT ·

2025/02/19

In this episode of 'Roadmap to Retirement', I am joined by Matt Sommer from Janus Henderson Investors. We delve into protecting investors from sophisticated financial scams using AI and examples like the 'grandparent scam'. We cover the psychology of investing, referencing Daniel Kahneman's book 'Thinking Fast and Slow', and the role of financial advisors in helping clients navigate emotional decision-making. Matt also touches upon the implications of the 2017 Tax Cuts and Jobs Act set to expire in

22:33

Episode 45: Q&A w Marshal pt 4

roadmap to RETIREMENT ·

2025/02/12

In this episode of 'Roadmap to Retirement,' Mashal is back for another Q&A. We discuss common tax planning mistakes, such as not planning for lump-sum distributions and the benefits of using Roth accounts for young professionals. The conversation also covers tax planning for inherited money, integrating charitable giving into estate planning, and practical advice for budgeting and tracking expenses. Additionally, we touch upon the pros and cons of employer-sponsored life insurance versus private

29:07

EP 44: Financial Advice w Jamie Hopkins

roadmap to RETIREMENT ·

2025/02/05

In this episode of the Roadmaps Retirement Podcast, I am joined by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Executive Officer at Bryn Mawr Capital Management, LLC and Chief Wealth Officer at WSFS Bank . Jamie shares his professional journey, highlighting his roles and multiple designations. He discusses the importance of financial education, recommending the CFP and RICP designations, and provides insights on the state of financial planning education. The conversation covers career

27:35

Episode 43: Beyond Suit & Ties w Jon

roadmap to RETIREMENT ·

2025/01/29

In this episode of the Roadmap to Retirement podcast, I am joined by Jon Sheldon to discuss the importance of authenticity in the financial advisory profession and the value of effective coaching. Key topics include overcoming self-consciousness, like concerns about tattoos, by embracing one's true self, and the significance of genuine client relationships. I expand on the challenges and benefits of dressing casually versus formally and the impact of transparency with clients. The conversation

36:05

EP 42: Tax Tips w Yitzchak Eilenberg

roadmap to RETIREMENT ·

2025/01/22

In this episode of the Roadmap to Retirement Podcast, I am joined by Yitzchak Eilenberg, a CPA specializing in tax strategy and planning. Yitzchak provides insightful financial advice aimed at small business owners, including the importance of tax avoidance (not evasion) and various methods to maximize tax savings. We discuss the intricacies of compensating children within businesses for tax benefits, the balance between paying off debt and saving for retirement, and altering retirement strategies

26:27

Episode 41: Estate Planning w David Shaffer

roadmap to RETIREMENT ·

2025/01/15

In this episode of Roadmap to Retirement, I am joined by David Shaffer, Chair of the Family Wealth and Estate Planning Group at Woods Oviatt Gilman LLP. David shares his journey from aspiring sports writer to estate planning attorney. The discussion covers essential aspects of estate planning, including wills, powers of attorney, and healthcare proxies. David emphasizes that everyone, not just the wealthy, needs an estate plan. We explore scenarios involving young professionals, long-term care,

37:19

Episode 40: Balancing Life w/ Matthew Jarvis

roadmap to RETIREMENT ·

2025/01/08

In this episode of the Roadmap to Retirement podcast, I am joined by Matthew Jarvis to discuss strategies for efficient financial advisory, particularly focusing on surge meetings. Jarvis shares insights on time-blocking, balancing work and personal life, and the importance of intentionality in business practices. We also touch on the value of continuous learning and mentorship in the financial advisory field. The conversation highlights the significance of tracking performance metrics to achieve

14:28

Episode 39: 2024 Highlight Reel

roadmap to RETIREMENT ·

2024/12/18

And with that, the 2024 season comes to an end and to celebrate, here is the top episodes of Roadmap to Retirement. Thank you to all the guests who have joined me and all the listeners for your support! 2025 has some fun guests lined up.Top Episodes: Episode 2 Episode 6 Episode 15 Episode 17 Episode 24 Episode 28 Episode 29 Episode 31 Episode 37

25:42

Episode 38: Why Insurance Matters

roadmap to RETIREMENT ·

2024/12/11

In this episode of 'Roadmap to Retirement', I am joined by Alex Wesdorf to discuss the often-overlooked topic of disability insurance. The conversation covers the importance of disability insurance as part of comprehensive financial planning, contrasting it with life insurance. Alex shares personal stories to highlight the necessity of disability insurance, debunks common myths, and explains the shortcomings of group policies provided by employers. The discussion also includes advice for young

22:39

Episode 37: Crafting Your Career

roadmap to RETIREMENT ·

2024/12/04

On this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MS for a second time! We talk about navigating a career in financial planning going all the way back to picking a major in college. You'll hear about John's journey into the field, taking a more unconventional approach. We cover keys advice for young and new financial advisors, emphasizing the importance of immersing oneself in industry vocabulary, seeking mentorship, and taking career risks early. We wanted to

35:05

Episode 36: Questions from Dave’s mind

roadmap to RETIREMENT ·

2024/11/26

On this weeks episode, we're taking a little turn in questions. This week, I am joined by Dave Pulcini, one of SixPoint's very own to answer questions from the depths of Dave's mind. From financial planning advice to dating advice to does being successful mean you're happy? We are covering it ALL!Key takeaways: Investment Strategies handling finances ethical obligations for advisors importance of tax planning pros and cons of different mutual funds challenges getting clients to follow

23:42

Episode 35: Investing In Your Future

roadmap to RETIREMENT ·

2024/11/20

In this episode of 'Roadmap to Retirement, I am joined by Drew Norton from The Everyday Leader. We covered financial tips, investment strategies, and the importance of aligning personal passion with investment choices. Listen as we discuss the psychological aspects of money, using books such as 'The Psychology of Money' and 'Rich Dad Poor Dad' to frame the conversation. Drew shares his journey from door-to-door sales to real estate investment and offers advice on entering the real estate

21:48

Episode 34: 2025 Taxes ft. Jamie

roadmap to RETIREMENT ·

2024/11/14

Jamie Abraham from Gray Locey CPA PLLC, is back for another episode to discuss key strategies for maximizing tax benefits and retirement savings. The discussion includes client service principles, Roth conversions, tax strategies like bunching deductions, and the potential impacts of the Trump tax code changes.Key topics include the extension of the Tax Cuts and Jobs Act, SALT cap changes, tariffs, taxation on Social Security, bonus depreciation for small businesses, and new tax credits for

18:20

Episode 33: Financial Planning For All Stages

roadmap to RETIREMENT ·

2024/11/06

In this episode of 'Roadmap to Retirement,' it is just me this week! This week's episode surrounds distribution planning in detail. I want to emphasize the importance of attaching meaning to savings and planning for future spending. We are going to cover the 4 percent rule, advising you, the listener to think of their savings in terms of annual income generated rather than lump sum amounts. Introducing the bucket strategy for managing short, medium, and long-term investments and explaining how to

20:54

Episode 32: Q&A with Marshal

roadmap to RETIREMENT ·

2024/10/31

Back by popular demand for a THIRD time, Marshal Scheidt!On this episode of Roadmap to Retirement, I am joined by Marshal for another Q&A. We will be answering questions from the last ten or so episodes that you, the listeners, asked. Key topics include, prioritizing different types of insurance, understanding the benefits of high deductible health plans and Health Savings Accounts (HSAs), choosing between paying off debt versus saving, and the importance of Medicare enrollment. We also address

24:31

Episode 31: Why You Should Have Life Insurance with...

roadmap to RETIREMENT ·

2024/10/24

In this episode of the Roadmap to Retirement Podcast, I explore the vital role of various insurance types in financial planning with Amanda Harvat from KAFL Insurance Resources. We delve into the importance of life insurance, viewing it as an act of love and security for families. We also address the common misconceptions about the cost and adequacy of employer-provided policies, stressing the need for regular reviews of one's insurance coverage. The discussion highlights the necessity of securing

19:52

Episode 30: Mindset Matters with Jenna D’Annunzio

roadmap to RETIREMENT ·

2024/10/16

In this episode of the 'Roadmap to Retirement' podcast, I'm joined by Jenna D'Annunzio, a holistic business and mindset coach. Together, we explore the 'money mindset,' its impact on financial behaviors, and the importance of understanding personal belief systems. Jenna shares insights from her experience as a second-generation entrepreneur and co-owner of two coaching companies. We discuss the value of hiring a coach to gain different perspectives, the importance of self-awareness, goal setting,

23:52

Episode 29: Politics & Portfolios with Ashley Sullivan

roadmap to RETIREMENT ·

2024/10/09

On this episode of the Roadmap to Retirement podcast, I am joined by Ashley Sullivan, a fellow CFP to discuss investment strategies during the election year and general market conditions. The conversation emphasizes the non-significance of election outcomes on long-term investment portfolios, highlighting that political headlines often introduce unnecessary noise through social media. We explore the limited impact of election results on financial markets over the last century, stressing the

26:43

Episode 28: From childcare to college tuition with...

roadmap to RETIREMENT ·

2024/10/02

In this episode of the Roadmap to Retirement Podcast, I am joined by Nick Savas CFP® RICP® to discuss financial planning strategies tailored for young families, particularly focusing on a typical 30-something couple with young children. We explore key topics such as balancing savings for both retirement and college education, evaluating life insurance needs, and leveraging tax strategies like 529 plans and Dependent Care FSAs. Emphasizing goal setting, we advise prioritizing retirement savings as

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