What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Alex Neri CFP

Financial Partner at Cultivate Financial Planning
Host of Roadmap To Retirement Podcast

08/03/2026

Year 2 at the ROCO 2013 AAA golf tournament - Thanks for having us! 🏌️

07/28/2026

thank you Operation Freedom Ride for a great day! ⛳️

06/15/2026

Great day to be at the 11th Annual Red Tie Society Classic for Ronald McDonald House Charities. ⛳️

05/07/2026

Is your retirement spending sustainable?

It might be time for a financial check-up. Whether you're spending more than planned or wondering if your current expenses align with your retirement goals, consulting with a financial advisor could provide the clarity you need for a stress-free retirement.

Listen to the full Client Q&A about spending, debt and retirement planning here: https://podcast.show/roadmaptoretirement/

05/05/2026

We're ONE!

Still growing.
Still planning.
Still excited about it.
Cheers to year one.

Grateful for every client who helped us put down our roots🌱

11/03/2025

Client- How much should I be saving in my retirement accounts?

Alex- How much are you saving in your retirement accounts?

Client- 5%

Alex- Let's try 6%

What's the right answer? It depends.

An in-depth analysis using all my fancy software MIGHT tell you that the OPTIMAL savings rate to reach your stated goals is 20%ish.

If so, then 20% is one of the right answers.

BUT if you can't actually afford to save 20% and stick with that as a plan... then who cares?

If your plan is going to be to suddenly start saving 4 times as much, show me what changed.

Maybe something did change. Maybe you made the last payment on your car or student loans.

Maybe you moved in with a significant other and don't need to make a rent payment anymore.

Maybe you got a fat raise.

If not, let's make a small increase that we can actually stick with and then do it again in 6 months.

10/30/2025

From building a career to seeking fulfillment—how does the purpose of work change over time? 🚀Tune in to learn how understanding your passions can transform your work-life experience. How can that balance be beneficial in retirement?

Thank you Tom Harris for coming on to talk about your retirement journey so far and your thoughts on the "work-life balance" - listen to the full conversation on Apple Podcasts, Spotify or click the link below: https://blubrry.com/3715998/

10/28/2025

Enrolling in health insurance for 2026? READ THIS FIRST

Do hooks like that work?

I see them all the time. Only read this if you want to.

I talk about HSAs a lot with clients and here's why:

1. Triple tax advantaged. Pretax going in, tax deferred growth and tax free coming out if used for health care expenses. Win.

2. The money is yours. If you leave your employer or don't use it by the end of the year, it's still your money. Win.

3. "But Alex, I never go to the doctor. I'm very healthy and don't need it." Good for you. Someday you probably will need it. If you win the health Olympics and never need it, you can someday pull it out and just pay ordinary income tax and you basically have a 401k. Win.

If you have a high-deductible health insurance plan and you are not putting the max into your HSA, I would like to know why.

Address

1 Fishers Road Suite 180
Pittsford, NY
14534

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://podcast.show/3715998/

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