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  • Discover Your North Star: Creating a Life of Meaning and Success | Ep. 5
    2025/06/11

    Do you have a clear picture of what you want your life to look like? In this video, learn how to define your North Star and align your daily and financial plans to achieve the things that matter most to you.

    Find your path to success and fulfillment today.

    #lifegoals #successmindset #financialplanning #goalsetting #success #selfimprovement #findingpurpose

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    6 分
  • Sequence of Return Risk, Death of Your Retirement | Ep. 4
    2025/06/11

    68% of Americans fear running out of money during retirement. 50% will run out of money. Sequence of return risk is one of the hidden risk regarding retirement that many don't think about.

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    12 分
  • Avoiding Financial Traps! | Ep. 3
    2025/06/11

    In episode 3 of the Roadmap 2 Wealth Podcast, we discuss how many people fall in to a money trap caused by "learned helplessness". We get in painful situations and start to believe that things happen to us versus focusing on how we can take ownership and change our financial circumstances.

    #podcast #financialpodcast #wealth #personalfinance #behavioralfinance #money

    https://psycnet.apa.org/record/1976-20159-001

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    18 分
  • Stop Keeping Up With the Jonses: A Financial Wake Up Call! | Ep.2
    2025/06/11

    Ever felt pressure to spend money you shouldn't spend just to fit in???

    In this podcast episode, I evaluate a study that shows how people spend more money when their neighbors spend the lottery. I discuss the reasons this happens and how to avoid feeling this pressure.

    Link to study discussed in this podcast episode: https://www.philadelphiafed.org/-/media/frbp/assets/working-papers/2018/wp18-22.pdf?la=en

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    14 分