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Retirement Roadmap Podcast

SHP 2025 Year in Review

SHP’s 2025 Year in Review and a Look Ahead to 2026 – Ep 096

Michael Arone

2026 Market Outlook: Reasons to Be ‘Uncomfortably Bullish’ on the Economy and AI with Michael Arone – Ep 095

David Hathaway - Gold Assets Portfolios

What Investors Should Consider Before Adding Gold Assets to Their Portfolios with David Hathaway – Ep 094

Nick Nelson

The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson – Ep 093

Jon Diorio Blackrock

The Emergence of Private Equity, Private Credit & Alternatives with BlackRock’s Jon Diorio – Ep 092

David Chaves

Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves – Ep 091

kyle britton-beyond portfolio

Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton – Ep 090

Nathan Hartseil - Fannie Mae and Freddie Mac

The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil – Ep 089

Alina Osokhovska

The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP® – Ep 088

Aimee Yawnick

How Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee Yawnick – Ep 087

Raphael Hanna

Career Insights for New Grads Aspiring to Become Financial Advisors with Raphael Hanna – Ep 086

Kyle Casserino

How Donor-Advised Funds Simplify Charitable Giving And Maximize Tax Benefits with Kyle Casserino – Ep 085

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