Ep 89: Stuff Dads Say and Do
What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show!
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Market
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.
Read MoreEp 81: The Things You Can Control (And The Things You Can’t)
There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now.
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Coronavirus Update: State of Business
We’ve all been impacted by the coronavirus in one way or another. How has Sean’s team
responded and what can you do with your financial plan?
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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Why a Portfolio is Not a Plan
How effective is a portfolio that isn’t working in conjunction with a plan? If you’re just looking at the numbers in your accounts but not considering how that’s complimenting the other pieces to your plan, it’s not much more than speculation. This week we discuss why having a collection of financial products isn’t the same as having a plan.
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5 Financial Pain Points
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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