Money Questions That Aren’t Really About Money
Sean walks through five conversation starters designed to uncover the worries, goals, passions, and priorities that often sit underneath the financial numbers.
Read MoreFinancial Decisions
Reasons 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 105: Having Financial Hindsight
If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more pro-active and prepared for financial decisions now and in the future.
Read More
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 More
Ep 90: Navigating These Decision-Making Roadblocks
What trips people up when they try to make financial decisions? We talk through financial roadblocks and how to avoid them 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 82: The Financial Planning Process
What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their 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
Being Proactive With Your Financial Plan During a Pandemic
Coronavirus has caused the markets to correct. It’s also caused a lot of fear. What should you do? Let’s talk about taking a proactive approach to your finances during this turbulent time.
Read More
Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions
For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions but rather that they fail to make any decision at all. Other people, however, react instantly without giving it much though. Today we’ll discuss a few areas that people usually hold people up in the financial decision-making process and then we’ll give you ways to move forward.
Read More
Settle The Debate – Right Or Wrong?
In this episode, we’ll examine four hot financial topics and debate the merits debt, mutual funds, and annuities. You’ll find that everyone has a slightly different opinion of what’s best, but the key is to make informed financial decisions on what is right for you.
Read More