10 Retirement Myths Too Many People Still Believe
Sean plays MythBusters and takes on ten common retirement beliefs that can quietly undermine a well-built plan.
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Important Ages in Retirement
What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of these, thinking through what you should be doing with the money can make a huge impact in your financial life.
Read MoreFinancial Fill in the Blank
Let’s play a game of fill-in-the-blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement? What’s the biggest financial mistake retirees make?
Read MoreEp 103: Financial Planning with Yogi Berra
Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From as-sessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra.
Read More100th Episode Special with a Surprise Guest
Things You’ll Learn Along Today’s Journey In honor of our 100th episode, we have a special guest on the show! Sean’s son, Michael, joins us and shares about his experience having his dad as a coach. From exercises to tournaments, there’s a lot that goes into it. While Sean coaches Michael in baseball, he also…
Read MoreEp 97: Things to Be Thankful For
Things You’ll Learn Along Today’s Journey In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and…
Read MoreEp 96: 3 Biggest Financial Assets
Things You’ll Learn Along Today’s Journey What are your three biggest assets when it comes to saving for your retirement and your future? For most people, this is your 401(k), your house, and Social Security. We talk today about how to best leverage these assets and manage them properly. It can make all the difference…
Read MoreEp 95: Understanding Media Bias
Things You’ll Learn Along Today’s Journey When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to know if the advice and information is a helpful…
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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 93: What Popular Fables Reveal About Our Personal Finances
What can we learn from Aesop’s fables when it comes to gaining financial wisdom? Sean shares how each of these fables relate to our own financial decisions.
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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.
Read MoreEp 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 MoreEp 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 MoreEp 84: Hidden Expenses
What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.
Read MoreEp 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 MoreEp 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.
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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.
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Ep 75: Lazy Money
Is 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.
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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.
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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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