What Happens When Retirement Comes Before You’re Ready?
Most people have a retirement date in mind, but life doesn’t always cooperate. What happens if retirement comes before you’re ready?
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The Guilt-Free Vacation: How to Spend on Travel Without Derailing Your Retirement
Today, Sean talks about how travel fits into a real retirement plan and how to enjoy it without guilt.
Read MoreA New Way to Save for Retirement Just Got Signed Into Law
President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don’t offer a plan.
Read MoreReacting To Financial Hot Takes
Financial hot takes can be entertaining, motivating, and occasionally… unhinged
Read More5 Most Misleading Things in Finance
In this episode, Sean reveals the five most misleading tactics people encounter, from slick sales brochures to “guaranteed” returns that sound too good to be true.
Read MoreHow Would You Invest a Million Dollars?
What should you do if you suddenly had $1 million to invest? Sean looks at how three financial advisors answered that question, and why the real answer isn’t a single portfolio, but a personalized plan.
Read MoreShould You Take Social Security Early? Let’s Break It Down!
If your parents died relatively young, it’s natural to wonder what that might mean for your own future. From a financial standpoint, that uncertainty raises tough questions: should it change how you plan for retirement, or when you decide to start taking Social Security benefits?
Read MoreAm I Saving Too Much?
Is it possible to be too focused on the future and miss out on the present by saving too much?
Read MoreDo Smart Investors Really Need a Financial Advisor?
Let’s dive into the pros and cons of DIY investing and explain how working with an advisor can actually save you money, time, and stress.
Read MorePreparing for Life After a Career Change
No matter how you feel about the state of things, it’s important to take the necessary steps to prepare if you’re worried about that possibility.
Read MoreFive Steps To Improve Your Financial Success Score
This week, we’re going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success.
Read MoreReal World Examples of Roth Conversions
There’s been a growing buzz around Roth conversions, but what do they actually entail?
Read MoreBeyond The Metrics: What Makes A Successful Retirement?
When it comes to creating a successful retirement plan, the financial metrics are going to be a big part of achieving your goals, but money isn’t the only measurement of success.
Read MoreAsking the Magic 8 Ball Financial Questions
Retirement planning doesn’t have to be daunting. With a bit of fun and the right strategies, you can set yourself up for a secure and enjoyable retirement.
Read MoreWhat Accounts Do I Withdraw From First In Retirement?
Planning for retirement involves many crucial decisions, one of which is determining the best order to withdraw from your retirement accounts. Traditional advice often suggests a sequential approach- pulling money out of one type of account completely before moving to the next. But is this really the best strategy for everyone?
Read MoreRookie Investment Mistakes
Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them.
Read MorePortfolio Expectations
What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be.
Read MoreFinancial Lessons from Homer Simpson
Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn.
Read MoreRounding Third: Sean’s New Book
While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided.
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