roadmap to RETIREMENT

This week's episode on Roadmap to Retirement, I was joined by colleague and friend, Nick Savas. As financial planners, we get asked the question "how's my portfolio doing?" all the time. This episode, we discussed what a client should know when asking that question. Key Takeaways: - How to benchmark your portfolio - What is S&P 500 - Should you be checking your portfolio regularly - Rate of Return and why it's important - Do you speak up when you overhear incorrect financial advice - Best tip

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? - "Freezing" your social - smart or not? - Why is it getting harder to spot spam/scam - "AI impersonated my loved

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's and retirement plans - Switching 401K providers and what that looks like

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- "Do I have enough?"- Why you shouldn't listen to your friends about finances- How much to spend and not run out- What would you

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 dieIs it important to have a beneficiaryHow does long-term care play a roleHow can I protect my assets /retirement

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 advisors? Business coaching and the many ways to do business Transparency with client

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