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 MoreWhat 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 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 kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.
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.
Read MoreWhat things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.
Read MoreWhat 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 MoreIs it time to put your lazy money to work? On today’s show, we talk about what lazy money is and why you shouldn’t keep too much of it lying around.
Read MoreWhat 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 MoreWhat 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 MoreThe 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 MoreSometimes 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 MoreIs your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
Read MoreAs 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 MoreTouchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
Read MoreThe 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 MoreWhat 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 MoreUsing 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 MoreOne 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 MoreWhat 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 MoreCoronavirus 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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