Investment Strategies

Reacting To Financial Hot Takes

Financial hot takes can be entertaining, motivating, and occasionally… unhinged

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Five 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.

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What 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?

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Rookie 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.

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Famous Last Words (You Don’t Want to Say About Retirement!)

“Hey, watch this!” is probably not the last phrase you want to utter in life. Likewise, let’s consider these phrases you often hear in the financial world that you don’t want to be saying in case something goes wrong. Talking through the good and bad will help prepare your mindset and your money for retirement. 

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