Ep 80: New Year’s Financial Checklist
What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.
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retirement plan
Ep 72: Multiple Choice Retirement Quiz
From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan.
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Getting The Right Mindset For Retirement
The View From The Pinnacle Your retirement plan is more than just the numbers. What kind of mindset do you need as you approach retirement? How can you prepare? Thing’s You’ll Learn Along Today’s Journey Have you stopped to think about what you want retirement to look like? Past your financials, retirement planning has a…
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What Is Values-Based Financial Planning?
Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
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