Financial Decisions

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.

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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.

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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?

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Ep 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.

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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?

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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.

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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. 

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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.

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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.

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