Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.Read more
Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.Read more
Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.Read more
Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.Read more
We’ve all been impacted by the coronavirus in one way or another. How has Sean’s team
responded and what can you do with your financial plan?