retirement plan

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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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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