financial advisor

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 ... Read more

February 25, 2021February 22, 2021

In Podcast

The Financial Plan Guessing Game

by Retirement Elevated

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? ... Read more

February 11, 2021February 10, 2021

In Podcast

What Can You Expect From a Virtual Meeting With Us?

by Retirement Elevated

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 ... Read more

December 17, 2020December 15, 2020

In Podcast

Is Your Financial Advisor Doing This?

by Retirement Elevated

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

October 1, 2020September 28, 2020

In Podcast

Football and Financial Planning

by Retirement Elevated

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

September 17, 2020September 14, 2020

In Podcast

10 Step Layoff Survival Guide, Part 2

by Retirement Elevated

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

August 6, 2020August 3, 2020

In Podcast

5 Easy Ways to Ruin Your Retirement

by Retirement Elevated

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.

July 16, 2020July 15, 2020

In Podcast

How to Find the Right Advisor

by Retirement Elevated

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

April 2, 2020April 1, 2020

In Podcast

Coronavirus Update: State of Business

by Retirement Elevated

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?

June 6, 2019June 5, 2019

In Podcast

The True Value Of Working With A Financial Advisor

by Retirement Elevated

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

November 15, 2018November 14, 2018

In Podcast

Episode #5: The Right Advisor For Your Situation

by Retirement Elevated

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