Podcast

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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Ep 74: This One’s On The House

What kind of decisions do you need to make when it comes to your home in retirement? Sean talks through several scenarios people tend to consider when it comes to their house.

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Ep 73: Questionable Financial Advisors

What are the questionable kinds of financial advisors you should look out for? On today’s podcast we have a bit of fun as we categorize a few different types of advisors you may want to steer clear of.

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Ep 72: Multiple Choice Retirement Quiz

From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan.

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Ep 71: What Issues Should I Consider Before I Retire?

Let’s go through the retirement checklist to cover all the key issues you should think about before retirement. How prepared are you?

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Ep 70: What Important Documents Should You Keep?

Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.

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What to Do When Facing a Forced Retirement

For whatever reason, forced and early retirements do happen. What should you do? Sean talks through some strategies to make sure the transition is as smooth as possible.

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