5 People You Meet Before Retirement
Today, let’s talk about the five people you should meet before retirement—people who can guide your next chapter and help you retire with clarity, confidence, and purpose.
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Rookie Investment Mistakes
Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them.
Read MoreFacing Financial Villains
Movie villains are usually pretty easy to identify with their ominous music, masks, and often dark clothing. In the financial world, some of the villains can be a bit harder to spot. We talk about some of the most infamous movie villains and share what they have in common with some of the dark and scary things financially speaking. From the Wicked Witch of the West and her flying monkeys to the hardships that inflation can cause, which of these villains are you ready to face head-on?
Read MoreFinancial Fill in the Blank
Let’s play a game of fill-in-the-blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement? What’s the biggest financial mistake retirees make?
Read MoreEasy Wins in Personal Finance
From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes to your financial life. These things can add up to make a big difference.
Read MoreFinancial Advising Relationships: Local vs. Remote
The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client?
Read MoreRounding Third: Sean’s New Book
While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided.
Read MoreReasons Why People Don’t Visit With An Advisor
Not everyone has a financial advisor they know and trust. It can be scary to trust a financial advisor, especially when it comes to your nest egg. Sean talks about how he builds trust with clients and what it takes to find the right fit. You want to find someone who can create a financial plan that you are willing to follow and feel confident about.
Read MoreEp 103: Financial Planning with Yogi Berra
Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From as-sessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra.
Read MoreEp 98: When the Grass Looks Greener with Another Advisor
Things You’ll Learn Along Today’s Journey As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might…
Read MoreEp 97: Things to Be Thankful For
Things You’ll Learn Along Today’s Journey In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and…
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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.
Read MoreEp 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!
Read MoreEp 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?
Read MoreEp 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 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 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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Unexpected Retirement Expenses
Are you prepared for these possible unexpected expenses in retirement? Find out what you need to include in your plan to be prepared.
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The SECURE Act – RMD & Inherited IRA Surprises
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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Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®
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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