Do Your Feelings Belong in Your Financial Plan?
Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story.
Read MoreMarket Volatility
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.
Read MoreEp 105: Having Financial Hindsight
If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more pro-active and prepared for financial decisions now and in the future.
Read MoreEp 98: When the Grass Looks Greener with Another Advisor
Things You’ll Learn Along Today’s Journey As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might…
Read More
Financial Truths (In a World Full of Financial Fear)
What kind of financial truths can you depend on? Where have you fallen for some of the fear or myths floating around in the financial world? With so much uncertainty in the market right now, let’s discuss the truths you can build your plan on.
Read More
Market Update: Coronavirus and Its Impact
Should you get caught up in the fear and uncertainty when it comes to the Coronavirus? What kind of impact could it have on you and your financial plan? Let’s discuss the biggest international story in early 2020.
Read More
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.
Read More