Do 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.
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Which Soon-To-Be Retiree Are You? Concerned, Seeking Clarity, or Confident
People 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 MoreIs Dividend Investing Still a Viable Retirement Income Strategy?
Dividend investing has long been a popular choice for retirees looking to generate a steady income but is living off dividends still a viable strategy?
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Ep 87: Retirement Pain Points
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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Common 401K Mistakes
Have a 401(k)? They can be a great tool to have, let’s talk about what mistakes do you need to look out for.
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The Key to Achieving Retirement Satisfaction
When you study people who retire wealthy and comfortable, there are some key things they usually do. We’ll explain how you can achieve satisfaction with your retirement.
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Why We Aren’t Panicking About The Economy
During uncertain times, you may feel uncertain about your finances and the economy. Sean shares why he isn’t panicked right now to help you also feel more confident about the future.
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Are You an Emotional Investor?
Keeping emotions separate from your financial decisions should be everyone’s goal but is it easier said than done? Let’s take a look at the most common forces driving those decisions and how it can impact your retirement plan.
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Will These News Headlines Matter for Your Finances in 2020?
No matter where you get your news, a few different storylines continue to dominate the headlines when it comes to finances in 2020. Let’s discuss three of the biggest topics of conversation this year and try to help you determine whether or not it matters for your retirement plan.
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Settle The Debate – Right Or Wrong?
In this episode, we’ll examine four hot financial topics and debate the merits debt, mutual funds, and annuities. You’ll find that everyone has a slightly different opinion of what’s best, but the key is to make informed financial decisions on what is right for you.
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Episode #13: The Upsides And Downsides Of Being An Informed Consumer
We have more information at our fingertips than ever before. However, being an informed consumer isn’t without its downsides. Sean explains.
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Episode #11: What Should Your Advisor Be Doing
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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Episode #9: The 60/40 Portfolio
The 60/40 rule suggests investors should put 60 percent of their portfolio in stocks and 40 percent in bonds. Sean weighs the merits of this rule of thumb.
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