From retirement planning to healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.
Read MoreIn this episode, we’re going to share a Social Security case study where a couple we worked with wanted to retire at 63 and 62 but originally planned to claim Social Security at full retirement age of 67.
Read MoreThis 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 MorePeople nearing retirement often fall under one of the three Cs. Those are concerned, seeking clarity, or confident. In this episode, Sean breaks down these three mindsets, exploring the unique questions and needs that come with each. Let’s see which best describes you!
Read MoreSocial Security is the backbone of retirement for millions of Americans, but big changes may be coming
Read MoreDividend investing has long been a popular choice for retirees looking to generate a steady income but is living off dividends still a viable strategy?
Read MoreWhile home runs are an exciting part of any baseball game, the end result of who wins the game has a lot more to do with how the rest of the game is played. Drawing from his extensive experience both on the field and in finance, Sean provides valuable insights into how the principles of baseball can be applied to crafting a successful retirement strategy.
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We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning.
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We often get questions on what makes it safe to retire. Is it at a certain age or after you meet a particular dollar amount? To find out when to retire, you have to understand what “safe” means. Once you identify what it is you hope to achieve with your money, you may be closer than you think. Are you ready to retire?
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Everyone faces at least one of these financial pain points in life. While you can’t control everything, you can alleviate your fears by finding clarity through basic planning. Here’s how to tackle five of the main pain points you’re most likely to face.
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Planning for retirement goes beyond your investments. Your advisor should be helping you navigate these crucial areas of your financial life.
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We’re all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.
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Financial advisors provide all sorts of services, and they have all sorts of designations and certifications. Find the right advisor for your needs.
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Advising involves investing, but it’s so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving.
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