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 MoreIf 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.
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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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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 MoreDo 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 MoreWhat 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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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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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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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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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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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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