In Podcast
Football and Financial Planning
by Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
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Are You an Emotional Investor?
by 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 ... Read more
In Podcast
Taking Out the Trash From Your Portfolio
by 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 ... Read more
In Podcast
Do You Know What Fees and Commissions You’re Paying?
by Have you ever wondered why some advisors get paid in fees while others take commissions from your investments? Today we’ll explain the difference, what you should consider, and why your ... Read more
In Podcast
What You Need to Know About the SECURE Act
by Americans will be getting the most significant retirement legislation in more than a decade after Congress passed the SECURE Act near the end of 2019. Let’s talk about the biggest ... Read more
In Podcast
5 Ways We Sabotage Our Own Retirement
by With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss ... Read more
In Podcast
Why a Portfolio is Not a Plan
by 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 ... Read more
In Podcast
Why the Final Decade of Work is So Important for Planning
by The retirement planning process lasts many, many years but your final decade of work is the time where you need to hammer out all of the details and get everything ... Read more
In Podcast
Financial Lessons We Can Learn From Flying
by Think about the last time you took a flight? You got from point a to point b as you planned, but did you stop to think about what it took ... Read more