In Podcast
Is Your Financial Advisor Doing This?
by 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 ... Read more
by In Podcast
Football and Financial Planning
by Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
Read moreIn Podcast
10 Step Layoff Survival Guide, Part 2
by 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 ... Read more
In Podcast
5 Easy Ways to Ruin Your Retirement
by 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.
Read moreIn Podcast
How to Find the Right Advisor
by 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? ... Read more
In Podcast
Coronavirus Update: State of Business
by We’ve all been impacted by the coronavirus in one way or another. How has Sean’s team
responded and what can you do with your financial plan?
In Podcast
The True Value Of Working With A Financial Advisor
by Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that ... Read more
In Podcast
Episode #5: The Right Advisor For Your Situation
by 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 ... Read more