PODCAST

roadmap to RETIREMENT

Alex Neri

business management

All Episodes

15:18

EP 72 Should Retirees Spend or Save More?

roadmap to RETIREMENT ·

2026/02/12

Welcome back to the Roadmap to Retirement podcast. In this solo episode, I discuss two key topics. First, the challenge some retirees face of having ‘too much money,’ a situation often resulting from decades of diligent saving and conservative spending habits. I explore strategies for making meaningful use of these funds, such as gifting to adult children or supporting charities, and also suggest indulging in personal bucket list experiences.Second, I address the temptation and pitfalls

40:29

EP 71: Accountant or Advisor?

roadmap to RETIREMENT ·

2026/02/06

In our latest episode of Roadmap to Retirement, we dive into the interplay between accountants and financial advisors with Jordan Stealey, EA at Redwood Tax and Accounting.We discuss the importance of collaboration in financial planning and tax preparation, especially around tax season. Topics include the misperceptions surrounding Qualified Charitable Distributions (QCDs), the nuances of handling RMDs, and strategies for business owners to save effectively for retirement. Jordan also shares

20:09

EP 70: Financial Success in 2026

roadmap to RETIREMENT ·

2026/01/28

Welcome to The Roadmap to Retirement, this episode I am flying solo. As a way to kick off the new year, let’s talk about financial planning best practices, tips and smart money moves.Learn about the Mexican fisherman story, and the importance of financial goals aligning with one’s desired lifestyle rather than merely accumulating wealth. I want to caution against relying on market predictions, and stress the importance of a well-thought-out investment philosophy that can withstand

28:34

EP 69: From Engineering to Finance

roadmap to RETIREMENT ·

2026/01/14

Welcome back to the Roadmap Retirement Podcast! Kicking off the new year strong with a new guest – Jesse Cramer, who transitioned from a mechanical engineer to a financial planning and wealth management professional. We dove into Jesse’s journey, including his podcast, ‘Personal Finance for Long-Term Investors,’ and discussed the unique financial planning perspectives that come from his engineering background.We explored the challenges faced by detail-oriented clients, especially

26:19

EP 68 Do You Have Enough Coverage?

roadmap to RETIREMENT ·

2025/12/02

Welcome back to the Roadmap Retirement Podcast, returning for a second time, I am talking with Alex Wesdorf today to talk about the often-avoided topic of disability insurance.This episode explores the critical need for disability insurance, especially for self-employed individuals and W2 employees who might not fully comprehend their existing benefits. We discuss real-life scenarios, such as the impact of injuries and the undervalued risk of cognitive issues. Highlights include the inadequate

26:15

EP 67 Redefining Retirement w Tom Harris

roadmap to RETIREMENT ·

2025/10/29

Welcome back to the 'Roadmap to Retirement' podcast, where we delve into financial tips, investment strategies, and smart money moves to supercharge your retirement savings. Today, I'm joined by Tom Harris, someone whose career and perspective on retirement resonate with many of our clients.Tom shares his journey from a career in operations excellence and leadership development in Rochester to his current semi-retired status. He emphasizes the importance of understanding one's motivations and

24:04

EP66: Tips, Taxes & Thoughtful Plans

roadmap to RETIREMENT ·

2025/10/03

Welcome to another episode of the Roadmap to Retirement Podcast! I'm joined once again by Matthew Jarvis. In this episode, we dive into the complexities of retirement planning, with a particular emphasis on tax strategies. We shed light on recent changes in tax laws, such as the increase in the state and local tax (SALT) cap from $10,000 to $40,000, and new provisions for charitable contributions. We also discuss the importance of proactive tax planning to avoid unexpected tax bills in retirement

29:12

EP65 Bill Cates on Wealth Wisdom

roadmap to RETIREMENT ·

2025/09/24

Insights from Bill Cates on Wealth WisdomIn a recent episode of the Roadmap to Retirement podcast, I had a great conversation with Bill Cates, The Original Referral Coach, about financial decision-making and referrals. We delved into the importance of mindset, nurturing referable relationships, and his new book, "The Hidden Heist." Bill shared invaluable tips for advisors seeking quality client introductions, emphasizing the significance of value recognition and strategic referrals. It was a rich

27:27

EP64 First Time Buyers to Retirees

roadmap to RETIREMENT ·

2025/09/17

In this episode of Roadmap to Retirement, we dive deep into real estate strategies, focusing on first-time home buyers and retirees looking to downsize. Julie Ohmann from Remax shares insights on the initial consultation process, emphasizing the importance of understanding terms and the home buying timeline. For first-time buyers, planning for a 5-10 year home is advised to avoid equity issues and contingent sales. Julie also highlights the benefits of flexible house options, such as duplexes, which

31:10

EP 63 Are You Retiring with Joy?

roadmap to RETIREMENT ·

2025/08/28

In this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MSFP for a fourth time to discuss various aspects of financial planning for retirement. We address common misconceptions about Social Security, "is it a Ponzi Scheme?" and the importance of understanding its broader benefits. We cover the clickbait concept of retiring with one million dollars and highlight how financial needs vary significantly based on individual circumstances.A substantial part of this episode is

27:58

EP 62 AI for Advisors w/ Liam Hanlon

roadmap to RETIREMENT ·

2025/08/08

Welcome back to the Roadmap Retirement Podcast! I was recently joined by Liam Hanlon, the Head of Insights at Jump, a leading AI meeting assistant in the financial advice sector. Liam explains how Jump leverages unique and powerful data to aid advisors and make their work more efficient. During our discussion, we delve into the adoption of AI in financial advisory, its impact on time management, and how advisors can use this technology to reclaim significant amounts of time—up to 250 hours per year

22:50

EP61 The Big Beautiful Roth & QCD

roadmap to RETIREMENT ·

2025/07/17

In this episode of Roadmap to Retirement, I am joined by Jennifer Stott, a CPA, to discuss effective financial strategies for those nearing or already in retirement. We cover Roth conversions, explaining the process of converting pre-tax IRA funds to a Roth IRA, the tax implications, and when it might be beneficial. The conversation continues on to cover considerations such as the impact on Medicare premiums, the taxability of Social Security benefits, and the importance of planning for required

25:27

EP60 Roadmap to Health Insurance

roadmap to RETIREMENT ·

2025/07/09

In this episode of 'Roadmap to Retirement', I am talking with health insurance professional R. Cole Craven. We delve into effective health and Medicare insurance planning for both aspiring entrepreneurs and those nearing retirement. Cole shares his journey and passion for health insurance, focusing on the complexity many people face in understanding their healthcare plans. The discussion touches on the challenges and options available for health coverage both pre and post-retirement, including

24:54

EP59: Designations & Veterans w Chet

roadmap to RETIREMENT ·

2025/06/25

On this episode of Roadmap to Retirement, I am talking with Chet R. Bennetts, PhD, CFP®, CLU®, ChFC®, RICP®,CLF® today, assistant Professor of Financial Planning and Program Director at the American College of Financial Services. We discuss the importance of earning professional designations for both credibility and confidence in the financial planning industry. Chet shares his journey from being a young professional seeking credibility to becoming an academic and veteran advocate. The conversations

22:26

EP 58 Charting Financial Paths w Jason Grover

roadmap to RETIREMENT ·

2025/06/05

In this episode of 'Roadmap to Retirement,' I am joined by Jason Grover, founder of Grover Financial Services. Jason shares his journey starting in the financial industry during the 2007-2008 Great Recession and emphasizes the importance of behavioral management in financial advising. We discuss investment strategies, the significance of setting financial goals, and managing market volatility. The conversation touches on topics such as asset allocation, the bucket approach to retirement planning,

33:19

EP 57 Tax Prep w Catherine Tindall

roadmap to RETIREMENT ·

2025/05/28

On this episode of Roadmap to Retirement, I am joined by CPA, Catherine Tindall to talk about the importance of tax planning and strategic outsourcing for business owners, specifically those in financial advisory firms. Catherine emphasizes that while basic tax returns can be managed by individuals with simple finances using software like TurboTax, complex financial situations, such as owning a business, require professional tax planning to identify opportunities and avoid costly mistakes. The

28:15

EP 56 Building A New Brand

roadmap to RETIREMENT ·

2025/05/07

Time for a change! For this episode, I am the one being "interviewed". Take this as my announcement for my departure from Six Point Financial Partners after seven years to join a retiring advisor's practice. I am having this conversation with John Howe-Wemett to discuss the decision-making process, the importance of finding the right professional fit, and the value of independence in the financial advisory field. Key topics include the differences between independent financial advisors and those

10:54

EP 55 Weathering Market Storms w John

roadmap to RETIREMENT ·

2025/04/30

During this very short episode of Roadmap to Retirement, I am joined for a third time by John Howe-Wemett, CFP®, MS to talk about the importance of staying the course with one’s investment strategy during market downturns. We emphasize the value financial advisors offer in preventing clients from making emotionally driven, poor financial decisions. The conversation covers key principles of investment management, including time horizon, liquidity needs, and risk tolerance. We also highlight the

23:58

EP 54 Charitable Giving w Hannah Cannon

roadmap to RETIREMENT ·

2025/04/23

On this episode of 'Roadmap to Retirement' I am joined by Hannah Cannon, an associate in the Trust and Estates department at Woods Oviatt Gilman. We discuss various aspects of estate planning with a specific focus on what to do if you don't have an obvious beneficiary. The conversation covers options like charitable donations, setting up scholarship funds, 529 accounts for educational purposes, and the intricacies of gift taxes. Hannah and I also delve into the complexities of long-term care

23:14

EP 53: Q&A w Marshal pt. 5

roadmap to RETIREMENT ·

2025/04/09

In this episode of 'Roadmap to Retirement,' we have another Q&A with Marshal! We start by answering questions on Roth IRA conversions, explaining the timing, tax implications, and strategies during market downturns. Then moving onto answering questions like evaluating the benefits of buying annuities, the strategy of tax-loss harvesting, and the timing for claiming Social Security benefits. We dive into the pros and cons of making investment portfolios more aggressive, particularly in the current

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