financial advisor

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.

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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.

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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.

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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?

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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.

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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.

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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?

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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.

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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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