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!
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Financial plan
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 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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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…
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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.
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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.
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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.
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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.
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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…
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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.
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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.
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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.
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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.
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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.
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