The Retirement Roadmap Show with David Nagy

How to Turbo Charge Your 401(k)

We dive deep into the often-overlooked power of asset allocation within your retirement plan. Discover how strategically balancing different investment types, even within your 401(k)'s limited options, can significantly boost your long-term growth. We'll break down practical steps to optimize your portfolio and avoid common pitfalls, helping you maximize your journey to financial independence.

Should You Retire Now Or Wait a Few More Years?

This week, we dive into the crucial question of retirement timing. We'll explore key factors like your current savings, potential future earnings, and the ever-shifting landscape of the economy to help you decide if now is the right time or if a few more years could make all the difference.

Tariffs and Markets

In this episode we break down what's going on with the tariffs, the markets and what you can do to weather the ups and downs.

Market Update with Keith Gangl

In this episode we welcome Gradient Investments senior portfolio manager Keith Gangl to talk about the current market situation and where we might be headed, as well as solid strategies to deal with volatility.

Social Security Updates & April 2025 Deadline Alerts

In this episode we talk about the changes and updates to Social Security and what they could mean for you.