Year: 2018

Episode #9: The 60/40 Portfolio

The 60/40 rule suggests investors should put 60 percent of their portfolio in stocks and 40 percent in bonds. Sean weighs the merits of this rule of thumb.

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Episode #8: Real Advising Is Problem-Solving

Advising involves investing, but it’s so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving. 

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Episode #7: Asking Wrong Financial Questions

Many people ask wrong financial questions. They get caught up in the minutia rather than focusing on the larger vision for their retirement. Sean explains.

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Episode #6: 7 Reasons You Need More Than A Robo-Advisor

With the increasing popularity of the robo-advisor, you might question whether you need to work with a real advisor. We share seven reasons why you should.

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Episode #5: The Right Advisor For Your Situation

With so many different titles and acronyms out there, how do you know you’re choosing the right advisor to handle your money? This week’s episode will give you some invaluable insight into how to find the perfect advisor for you and for your specific situation, so you can feel confident that your retirement savings are in good hands.

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Episode #4: Invest Lifestyle Expenses On Memorable Experiences

What’s more important: investing in items or experiences? Sean will talk about the importance of travel, experiences, and creating long-lasting memories that can lead to a truly fulfilling retirement.

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Episode #3: Required Minimum Distributions

RMDs are a critical part of every single person’s retirement plan. The recent passage of The Family Savings Act Of 2018 is going to present people with unprecedented opportunities to save money in regards to their IRAs and RMDs. Sean breaks it all down on today’s episode.

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Episode #2: Creative Tax Strategies

How you tap into your retirement accounts can really alter your retirement. We’ll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.

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Episode #1: The 10 Important Questions You Should Ask Your Advisor

Have you ever interviewed your financial advisor? You should. On this show we’ll tackle the 10 important questions you should ask your current or future advisor, why they’re such important questions, and what kinds of expectations you should have for the answers.

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Developing the Right Financial Plan Takes These Steps

Financial planning can take on many forms and your interests might not always be the sole priority. When you work with an advisor, there are steps that every plan needs to include and we’ll discuss those in this episode.

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