Rev Up for the Retirement Roadtrip

Where Financial Wisdom Meets the Open Road

Welcome to The Retirement Roadtrip Show, where your GPS is set for a fun, informative, and slightly quirky journey through the twists and turns of retirement planning! We're all about helping you navigate the road ahead with expert advice, a few laughs, and maybe a couple of surprise detours along the way.

Our hosts are financial pros by day and adventure-seekers at heart, so whether you’re gearing up for retirement or already coasting down the open road, we've got the tips and insights to keep you on track.

We’re here to help you map out your future with tips, stories, expert interviews, and a dash of humor—because retirement planning should be exciting, not exhausting.

Hop in, buckle up, and let’s hit the road!


Behind the Wheel

Meet Greg Hutto and Tom Roberts — your guides on this journey through retirement planning! With a combined expertise in financial strategy and a knack for making complex topics feel as familiar as a favorite road trip playlist, Greg and Tom are here to steer you through the ins and outs of retirement.

Greg Hutto, CFP®, CFA®

Greg brings a unique blend of education and financial expertise to the Retirement Roadtrip. Coming from a family of educators, Greg holds a Bachelor’s Degree in Business from Texas A&M University and a Master’s Degree in Education from Tarleton State University. Before shifting to financial services in 1996, he was a teacher and coach—a role that reflects his natural talent for making complex concepts easy to understand.

After 14 years in the financial industry with giants like UBS Paine Webber and Raymond James, Greg founded Heritage Retirement Advisors LLC in 2010. His commitment to providing holistic financial guidance also led him to establish Heritage Tax Advisors LLC.

Greg is married to Angie, and together they have three children. When he’s not guiding clients or podcast listeners, he enjoys cycling, playing golf, and exploring new places with his family.

Tom Roberts

Tom is a seasoned financial planner and is known for his practical insights and relaxed style. Tom believes retirement planning doesn’t have to feel like a pit stop—it can be an adventure! He’s all about turning big dreams into achievable plans and keeping things lighthearted along the way.