retirement income

What Happens When Retirement Comes Before You’re Ready?

Most people have a retirement date in mind, but life doesn’t always cooperate. What happens if retirement comes before you’re ready?

Read More

Retired, But Still Clocking In — Why?

More people in their 60s and 70s are staying on the job than ever before, and it’s not always about the money. Sean digs into the real reasons retirees keep showing up to work.

Read More

The Guilt-Free Vacation: How to Spend on Travel Without Derailing Your Retirement

Today, Sean talks about how travel fits into a real retirement plan and how to enjoy it without guilt.

Read More

A New Way to Save for Retirement Just Got Signed Into Law

President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don’t offer a plan.

Read More

Should You Take Social Security Early? Let’s Break It Down!

If your parents died relatively young, it’s natural to wonder what that might mean for your own future. From a financial standpoint, that uncertainty raises tough questions: should it change how you plan for retirement, or when you decide to start taking Social Security benefits?

Read More

Should You Lend Money to Friends or Family?

We all want to support the people we care about, but when money enters the equation, even the best intentions can lead to tension. In this episode, Sean unpacks the emotional and financial complexities of lending to family and friends.

Read More

5 Ways Wishful Thinking Can Damage Your Retirement

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes.

Read More

Irreversible Financial Decisions

Have you ever wondered about the decisions in life that you can’t take back? Today, we deep dive into the irreversible choices that can shape your financial future, especially when it comes to retirement.

Read More

Ep 104: Easy Ways to Ruin Retirement

After saving and waiting for so many years, no one wants to make a big mistake that could ruin retirement. Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities of retirement and some easy ways you could ruin it, drawing on Sean’s insightful conversations with clients as they navigate this new chapter in their lives.

Read More

The Financial Plan Guessing Game

Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? On today’s podcast, we’ll talk about the common financial areas people tend to guess instead of prepare and how to plan for them.

Read More

5 Ways We Sabotage Our Own Retirement

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 some ways that people sabotage their own financial health.

Read More

Busting the Biggest Financial Myths

In the financial world, there are a lot of myths out there. Do you know what’s a myth (and what’s a bust) when it comes to these commonly held beliefs?

Read More