What’s the latest news about the SECURE Act and inherited IRAs? The SECURE Act was the death of the stretch IRA. Previously, inheritors were allowed to stretch out the withdrawals of the inherited IRA over their life expectancy. The SECURE Act that was enacted at the beginning of 2020 changed things to the 10-year rule. But is it what we thought it was?
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The View From The Pinnacle Your retirement plan is more than just the numbers. What kind of mindset do you need as you approach retirement? How can you prepare? Thing’s You’ll Learn Along Today’s Journey Have you stopped to think about what you want retirement to look like? Past your financials, retirement planning has a…
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Where and how should you allocate? What’s typical among other affluent households when it comes to investing? We talk with a member of our team to help you understand our approach a little better.
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Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? On today’s podcast, we’ll talk about the common financial areas people tend to guess instead of prepare and how to plan for them.
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With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We’ll take you through the process and what you can expect on today’s show.
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More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode of the Retirement Elevated podcast, Sean shares the pros and cons of different investment accounts.
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Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
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Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.
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Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.
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As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving vs. spending, Sean reflects on what’s been going on in our country.
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Is it time to retire? Should you pay off the house? How much do you need to have in the bank? Sean answers these three listener questions on today’s podcast.
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Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
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In continuation with our two-part series on how to survive a layoff or forced early retirement, we talk through five more steps on how to get through it. What options do you have moving forward?
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The View From The Pinnacle What do you do if you get laid off? How can you turn a bad situation into an opportunity? We dive into what you need to do in the first of a two-part series. Thing’s You’ll Learn Along Today’s Journey 2020 has taken a toll on all of us. We’ve…
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What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book to use as a resource when considering what you can do now, ahead of an unknown future.
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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.
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One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? Join us as we lay out some of the criteria that needs to be high on your list.
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What do baseball and financial planning have in common? In addition to Sean’s love for both, you may find that the mindset is often similar. On today’s show we get to talk with John Buck to hear how his experience as a player relates to financial planning.
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On the show this week, Mike Sorrentino joins us to talk about the current status of the market, a second wave of coronavirus, and how it all might play together in the second half of the year.
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During uncertain times, you may feel uncertain about your finances and the economy. Sean shares why he isn’t panicked right now to help you also feel more confident about the future.
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