inflation

Ep 85: Planning During High Anxiety Times

Are you feeling a bit anxious about your financial situation every time you read or watch the news? Sean talks through current events and what kind of economic impact they could have.

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Ep 83: ALERT: A Special Market Update

How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update episode, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more.

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Ep 72: Multiple Choice Retirement Quiz

From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan.

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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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Taking Out the Trash From Your Portfolio

When was the last time you looked through your financial portfolio and got rid of the things you no longer need? As you move closer to retirement, your strategies will change and adjustments need to follow. So let’s look at four areas that you might considering trashing from your portfolio.

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