In Podcast
What Is Values-Based Financial Planning?
by Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
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2020 End of Year Planning Ideas
by As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving ... Read more
In Podcast
Football and Financial Planning
by 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 1
by The View From The Pinnacle What do you do if you get laid off? How can you turn a bad situation into an opportunity? We dive into what you need ... Read more
In Podcast
Talking with Matt Zagula about SMART Retirement and Taxation
by What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book ... Read more
In Podcast
5 Easy Ways to Ruin Your Retirement
by 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
by 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
In Podcast
Baseball and Financial Planning with John Buck
by What do baseball and financial planning have in common? In addition to Sean’s love for both, you may find that the mindset is often similar. On today’s show we get ... Read more
In Podcast
Being Proactive With Your Financial Plan During a Pandemic
by 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 ... Read more
In Podcast
Coronavirus Update: State of Business
by 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?
In Podcast
Financial Truths (In a World Full of Financial Fear)
by What kind of financial truths can you depend on? Where have you fallen for some of the fear or myths floating around in the financial world? With so much uncertainty ... Read more
In Podcast
Market Update: Coronavirus and Its Impact
by Should you get caught up in the fear and uncertainty when it comes to the Coronavirus? What kind of impact could it have on you and your financial plan? Let’s ... Read more
In Podcast
Navigating To Safety: How Your Financial Plan Is Like A Lighthouse
by Lighthouses are strong, beautiful, and protective towers, just like your financial plan should be. To weather the storms and avoid the potential financial obstacles, we’ll share how financial plans are ... Read more