financial advisor

Ep 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 More

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?

Read More

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.

Read More

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?

Read More

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.

Read More

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.

Read More

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?

Read More

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.

Read More

The Financial Plan Guessing Game

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.

Read More

What Can You Expect From a Virtual Meeting With Us?

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.

Read More

Is Your Financial Advisor Doing This?

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.

Read More

Football and Financial Planning

Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.

Read More

10 Step Layoff Survival Guide, Part 2

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?

Read More

5 Easy Ways to Ruin Your Retirement

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 More

How to Find the Right Advisor

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.

Read More

Coronavirus Update: State of Business

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?

Read More

The True Value Of Working With A Financial Advisor

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 helps you in the long run.

Read More

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.

Read More