Year: 2019

Americans will be getting the most significant retirement legislation in more than a decade after Congress passed the SECURE Act near the end of 2019. Let’s talk about the biggest ... Read more

December 5, 2019December 4, 2019

In Podcast

Finding The Silver Linings In Forced Retirement Situations

by Retirement Elevated

Maybe you are experiencing some more unfortunate situations lately when it comes to retirement. Is there a positive spin you can put on it?

November 21, 2019October 31, 2019

In Podcast

5 Ways We Sabotage Our Own Retirement

by Retirement Elevated

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss ... Read more

November 7, 2019October 31, 2019

In Podcast

Why a Portfolio is Not a Plan

by Retirement Elevated

How effective is a portfolio that isn’t working in conjunction with a plan? If you’re just looking at the numbers in your accounts but not considering how that’s complimenting the ... Read more

October 17, 2019October 14, 2019

In Podcast

Why the Final Decade of Work is So Important for Planning

by Retirement Elevated

The retirement planning process lasts many, many years but your final decade of work is the time where you need to hammer out all of the details and get everything ... Read more

October 3, 2019September 24, 2019

In Podcast

Financial Lessons We Can Learn From Flying

by Retirement Elevated

Think about the last time you took a flight? You got from point a to point b as you planned, but did you stop to think about what it took ... Read more

September 19, 2019September 18, 2019

In Podcast

Busting the Biggest Financial Myths

by Retirement Elevated

In the financial world, there are a lot of myths out there. Do you know what’s a myth (and what’s a bust) when it comes to these commonly held beliefs?

September 5, 2019August 26, 2019

In Podcast

Common Reasons People Stick the Wrong Financial Advisor

by Retirement Elevated

Picking the right financial advisor can be one of the most important decisions you make for your retirement, but many times we end up sticking with the wrong person. Many ... Read more

August 15, 2019August 9, 2019

In Podcast

Developing the Right Financial Plan Takes These Steps

by Retirement Elevated

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 ... Read more

August 1, 2019July 29, 2019

In Podcast

Navigating To Safety: How Your Financial Plan Is Like A Lighthouse

by Retirement Elevated

Lighthouses are strong, beautiful, and protective towers, just like your financial plan should be. To weather the storms and avoid the potential financial obstacles, we’ll share how financial plans are ... Read more

July 18, 2019July 29, 2019

In Podcast

Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions

by Retirement Elevated

For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions but rather that they fail to make any decision at all. Other people, ... Read more

July 3, 2019

In Podcast

8 Provisions From The SECURE Act of 2019

by Retirement Elevated

Maybe you’ve heard of it, but do you know how the SECURE Act could impact your retirement plans? Or what about the retirement options offered by your employer? Here are ... Read more

June 20, 2019June 19, 2019

In Podcast

Focus On What You Can Control

by Retirement Elevated

Ask yourself, as an investor, what can you control? Starting with acknowledging what you can and cannot control will help you make better decisions and worry less when it comes ... Read more

June 6, 2019June 5, 2019

In Podcast

The True Value Of Working With A Financial Advisor

by Retirement Elevated

Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that ... Read more

May 16, 2019May 14, 2019

In Podcast

Famous Last Words (You Don’t Want to Say About Retirement!)

by Retirement Elevated

“Hey, watch this!” is probably not the last phrase you want to utter in life. Likewise, let’s consider these phrases you often hear in the financial world that you don’t ... Read more

May 2, 2019April 30, 2019

In Podcast

5 Simple Retirement Questions

by Retirement Elevated

Some of retirement’s most important questions may seem simple. However, when you consider your options, these questions tend to get complicated. Join us as we unpack five seemingly simple questions ... Read more

April 18, 2019April 15, 2019

In Podcast

When Is It Safe to Retire?

by Retirement Elevated

We often get questions on what makes it safe to retire. Is it at a certain age or after you meet a particular dollar amount? To find out when to ... Read more

April 4, 2019April 2, 2019

In Podcast

5 Financial Pain Points

by Retirement Elevated

Everyone faces at least one of these financial pain points in life. While you can’t control everything, you can alleviate your fears by finding clarity through basic planning. Here’s how ... Read more

March 21, 2019March 19, 2019

In Podcast

Settle The Debate – Right Or Wrong?

by Retirement Elevated

In this episode, we’ll examine four hot financial topics and debate the merits debt, mutual funds, and annuities. You’ll find that everyone has a slightly different opinion of what’s best, ... Read more

March 7, 2019March 5, 2019

In Podcast