Podcast

5 Financial Pain Points

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 to tackle five of the main pain points you’re most likely to face.

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Settle The Debate – Right Or Wrong?

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, but the key is to make informed financial decisions on what is right for you.

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Why Your Retirement Is More Than Just Investments

Planning for retirement goes beyond your investments. Your advisor should be helping you navigate these crucial areas of your financial life.

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Episode #14: DIY Retirement Planning

The do-it-yourself mentality is really popular these days. There’s even a DIY network where you can learn how to take on DIY projects. Discover why a DIY retirement might not be ideal.

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Episode #13: The Upsides And Downsides Of Being An Informed Consumer

We have more information at our fingertips than ever before. However, being an informed consumer isn’t without its downsides. Sean explains.

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Episode #12: The 411 On Retirement Elevated Classes

We’re all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.

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Episode #11: What Should Your Advisor Be Doing

Financial advisors provide all sorts of services, and they have all sorts of designations and certifications. Find the right advisor for your needs.

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Episode #10: Finishing Strong

While you might worry about the financial aspect of retirement planning, your mentality toward retirement is just as important. Sean explains.

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Episode #9: The 60/40 Portfolio

The 60/40 rule suggests investors should put 60 percent of their portfolio in stocks and 40 percent in bonds. Sean weighs the merits of this rule of thumb.

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Episode #8: Real Advising Is Problem-Solving

Advising involves investing, but it’s so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving. 

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Episode #7: Asking Wrong Financial Questions

Many people ask wrong financial questions. They get caught up in the minutia rather than focusing on the larger vision for their retirement. Sean explains.

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Episode #6: 7 Reasons You Need More Than A Robo-Advisor

With the increasing popularity of the robo-advisor, you might question whether you need to work with a real advisor. We share seven reasons why you should.

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Episode #5: The Right Advisor For Your Situation

With so many different titles and acronyms out there, how do you know you’re choosing the right advisor to handle your money? This week’s episode will give you some invaluable insight into how to find the perfect advisor for you and for your specific situation, so you can feel confident that your retirement savings are in good hands.

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Episode #4: Invest Lifestyle Expenses On Memorable Experiences

What’s more important: investing in items or experiences? Sean will talk about the importance of travel, experiences, and creating long-lasting memories that can lead to a truly fulfilling retirement.

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Episode #3: Required Minimum Distributions

RMDs are a critical part of every single person’s retirement plan. The recent passage of The Family Savings Act Of 2018 is going to present people with unprecedented opportunities to save money in regards to their IRAs and RMDs. Sean breaks it all down on today’s episode.

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Episode #2: Creative Tax Strategies

How you tap into your retirement accounts can really alter your retirement. We’ll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.

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Episode #1: The 10 Important Questions You Should Ask Your Advisor

Have you ever interviewed your financial advisor? You should. On this show we’ll tackle the 10 important questions you should ask your current or future advisor, why they’re such important questions, and what kinds of expectations you should have for the answers.

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