Podcast

Ep 95: Understanding Media Bias

Things You’ll Learn Along Today’s Journey When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to know if the advice and information is a helpful…

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Ep 94: Don’t Screw It Up

When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them.

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Ep 93: What Popular Fables Reveal About Our Personal Finances

What can we learn from Aesop’s fables when it comes to gaining financial wisdom? Sean shares how each of these fables relate to our own financial decisions.

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Ep 92: Let’s Play Financial Jeopardy

When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions.

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Ep 91: The Ten Years Before Retirement

What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period.

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Ep 90: Navigating These Decision-Making Roadblocks

What trips people up when they try to make financial decisions? We talk through financial roadblocks and how to avoid them on today’s show.

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Ep 89: Stuff Dads Say and Do

What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show!

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Ep 88: Doing Research Before Financial Decisions

Do you ever feel bogged down by all the research before making a big decision? When is research helpful and when is it too much?

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Ep 87: Retirement Pain Points

We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning.

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Ep 86: Asking the Wrong Questions

How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals.

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Ep 85: Planning During High Anxiety Times

Are you feeling a bit anxious about your financial situation every time you read or watch the news? Sean talks through current events and what kind of economic impact they could have.

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Ep 84: Hidden Expenses

What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.

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Ep 83: ALERT: A Special Market Update

How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update episode, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more.

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Ep 82: The Financial Planning Process

What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals.

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Ep 81: The Things You Can Control (And The Things You Can’t)

There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now.

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Ep 80: New Year’s Financial Checklist

What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.

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Ep 79: Classic Christmas Characters

What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.

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Ep 78: End of the Year Financial Moves

What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.

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Ep 77: Financial Half-Truths

Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know.

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Ep 76: Mistakes to Avoid When Choosing a Financial Advisor

Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor?

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