Financial plan

Ep 89: Stuff Dads Say and Do

What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show!

Read More

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?

Read More

Ep 84: Hidden Expenses

What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.

Read More

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.

Read More

Ep 80: New Year’s Financial Checklist

What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.

Read More

Ep 79: Classic Christmas Characters

What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.

Read More

Ep 74: This One’s On The House

What kind of decisions do you need to make when it comes to your home in retirement? Sean talks through several scenarios people tend to consider when it comes to their house.

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

Getting The Right Mindset For Retirement

The View From The Pinnacle Your retirement plan is more than just the numbers. What kind of mindset do you need as you approach retirement? How can you prepare? Thing’s You’ll Learn Along Today’s Journey Have you stopped to think about what you want retirement to look like? Past your financials, retirement planning has a…

Read More

The Financial Plan Guessing Game

Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? On today’s podcast, we’ll talk about the common financial areas people tend to guess instead of prepare and how to plan for them.

Read More

What Is Values-Based Financial Planning?

Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.

Read More

2020 End of Year Planning Ideas

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 vs. spending, Sean reflects on what’s been going on in our country.

Read More

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.

Read More

10 Step Layoff Survival Guide, Part 1

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 to do in the first of a two-part series. Thing’s You’ll Learn Along Today’s Journey 2020 has taken a toll on all of us. We’ve…

Read More

Talking with Matt Zagula about SMART Retirement and Taxation

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 to use as a resource when considering what you can do now, ahead of an unknown future.

Read More

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.

Read More

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.

Read More

Baseball and Financial Planning with John Buck

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 to talk with John Buck to hear how his experience as a player relates to financial planning.

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