Alex Neri CFP

11/22/2024

The best investment strategy depends on what makes you feel comfortable.

How are you feeling about what you invest in? Does it align with your personal interests and comfort levels or do you follow a one-size-fits-all approach? Let me know.

Thank you Drew Norton for taking time to talk about all things investments, it was great to have you on the podcast! To listen to the full episode, go to Apple Podcast, Spotify or the link below: https://roadmaptoretirement.blubrry.net/episode-35-investing-in-your-future/

11/07/2024

Which would you rather have: fulfillment or fortune?

For many, retirement goes beyond just a number. I recently talked about how redefining your goals can add more purpose to your financial planning. Whether it's travel, family, or personal growth, your money can be a conduit for fulfillment.

Go to Roadmap to Retirement on Apple Podcast and Spotify to listen to the full clip

10/21/2024

Thank you for the spotlight Rochester Professionals Under 40

Today's member spotlight is the knowledgeable financial planner Alex Neri, CFP®, ChFC®, RICP®!

Alex is passionate about empowering individuals and families to have the lives they deserve through proper financial planning that keeps a focus on tax planning. Although asset management is critical, his clients find that minimize their tax burden is what separates Alex from other advisors.

Born and raised in Webster, NY, Alex carries a strong sense of community and commitment to those he guides. After graduating from Webster Schroeder High School, he pursued his passion for finance at Mercyhurst University, where he earned his bachelor’s degree. His education continued as he earned his CFP®, ChFC® and RICP® designations. He’s also been committed to reading a minimum of 10 page per day and likes to think that he’s become very well read.

When he's not at the SixPoint Financial Partners office, Alex immerses himself in a variety of pursuits that reflect his enthusiastic personality and diverse interests. As an adjunct professor at St. John Fisher University, he shares his knowledge and passion for finance with the next generation. Outside the classroom, you can find him enjoying the company of his golden retriever puppy, George. He’s a committed fan of the Buffalo Bills and Sabres, following their seasons closely and supporting his teams. With a balance of professional and personal pursuits, Alex approaches life with a grounded and thoughtful perspective.

Alex is an avid networking and would encourage you to reach out!

Here is a link to his profile:
https://lnkd.in/ey_rYQ4k

Join us in congratulating Alex on today's member spotlight!

10/17/2024

Money often becomes the toughest topic, yet it's vital in every relationship. Whether you're facing a misalignment with your business partner or spouse, addressing opposing ideologies on financial success is essential.

Discover strategies for managing these critical conversations and achieving shared success in the latest episode of Roadmap to Retirement with , MS, CPC, Mindset Matters. It was a great conversation, thank you for coming on!

Listen on Apple, Spotify or YouTube at RoadmaptoRetirement with Alex Neri

09/23/2024

Politicians may call it a "surcharge" to avoid the term "tax," but the additional surcharges can significantly raise your Medicare premium. Here are three key things you need to know:

09/19/2024

🚨 New Episode Alert! 🚨
Dive into the nuances of Medicare premiums with Jim Pashalidis. Discover the differences between Parts A and B and how your income affects what you pay. Don't miss this essential guide for those heading towards Medicare!



Episode 26: OUT NOW!! Stream on Apple, Spotify or use the link in the comments

09/05/2024

Do you know the importance of creating a sustainable financial plan?

Tune in to the latest Roadmap to Retirement episode with Tyrone White Jr., AFC®, CFT-I™ where we emphasize the need for small financial, achievable goals rather than drastic changes.

Listen on Apple & Spotify or the link below
https://roadmaptoretirement.blubrry.net/episode-24-path-to-planning-budgeting-debt-and-retirement-with-tyrone-white-jr/

09/04/2024

Good financial tips help you navigate your money smartly and avoid common pitfalls, so here are three that everyone should know but some rarely follow and do successfully

09/03/2024

As a financial advisor, one of the most common things I hear from clients and in social conversations is something like "they should teach you about this stuff in school!"

Well, now I'm teaching people about "this stuff" in school in a class called "Personal Financial Planning."

I’m happy to share that I’m starting a new position as Adjunct Professor @

08/30/2024

Have you ever thought about the core purpose of every dollar you earn? It's all about how we choose to use our money—whether to live or to give.

On the latest episode of Roadmap to Retirement, I am joined by Brendan Frazier, where we explore the ways in which intentional financial planning can lead to a more meaningful and fulfilling life.

Listen below or tune in on Apple & Spotify
https://roadmaptoretirement.blubrry.net/episode-23-money-happiness-purpose-with-brendan-frazier/

08/23/2024

I was recently joined by Nathan Astle, CFT-I™, MFT to talk about financial therapy, understanding the money mindset and how that starts at a young age. Money is a fundamental part of our lives, yet the way we perceive and handle it is profoundly shaped by our past experiences. From the way we were raised to the traumas we've endured, our early years significantly influence our financial behaviors as adults.

It was a very educational and interesting topic to talk about, stream on Apple and Spotify now.
https://roadmaptoretirement.blubrry.net/episode-22-financial-therapy-with-nathan-astle/

08/16/2024

Inheriting money and unsure where to begin? Join our webinar, Thursday 8/22 at 12PM to discover how to navigate this opportunity effectively! 💡📈

Register Here: https://streamyard.com/watch/WAeqNfKUXQJ3

08/12/2024

08/08/2024

Is Your Health Plan Really Bad? Eric Eveland and I dive deep into the misconceptions and realities of health insurance. Don't miss out on the valuable insights! 🎧✨

Listen to Episode 20 Here: https://roadmaptoretirement.blubrry.net/episode-20-from-coverage-to-cost-navigating-employee-benefits/

08/05/2024

Sometimes when the market takes a hit, investors start to panic. Let's remember to keep things in perspective! 📉💡

08/02/2024

Back by popular demand, another Q&A with Marshal Scheidt! On this episode of Roadmap to Retirement, we cover questions from the last 10 episodes.

As a young investor, feeling anxious about market crashes is natural - especially if it's your first time experiencing one. Remember, market fluctuations are a normal part of investing. Older investors often react with more resilience as they've seen the recovery process before. Educating yourself about market behavior can help reduce fear and build confidence. 📉📈

Follow the link below to tune in - Episode 19 OUT NOW
https://roadmaptoretirement.blubrry.net/episode-19-qa-with-marshal/

07/31/2024

This is my reminder of why I post the videos and podcast episodes! It's all for you - to educate, inform, and share my financial knowledge. Whether it's to teach your kids something or to use as a check-in from time to time, I am here to help.

07/25/2024

Are you aware of how much you're really spending?

On this episode of Roadmap to Retirement, John Howe-Wemett and I, dive into understanding your personal finances and financial planning beyond the portfolio

Tune in with the link below - Episode 18 OUT NOW
https://roadmaptoretirement.blubrry.net/episode-18-financial-planning-beyond-the-portfolio-with-john-howe-wemett/