retirement planning

Ep 87: Retirement Pain Points

We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning.

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Unexpected Retirement Expenses

Are you prepared for these possible unexpected expenses in retirement? Find out what you need to include in your plan to be prepared.

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Common 401K Mistakes

Have a 401(k)? They can be a great tool to have, let’s talk about what mistakes do you need to look out for.

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What Can You Expect From a Virtual Meeting With Us?

With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We’ll take you through the process and what you can expect on today’s show.

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How to Find the Right Advisor

One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? Join us as we lay out some of the criteria that needs to be high on your list.

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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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Common Reasons People Stick the Wrong Financial Advisor

Picking the right financial advisor can be one of the most important decisions you make for your retirement, but many times we end up sticking with the wrong person. Many reasons cause can lead to this, but we often justify our decisions with a few common excuses. Let’s look at some of the common ones we hear from clients.

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Episode #5: The Right Advisor For Your Situation

With so many different titles and acronyms out there, how do you know you’re choosing the right advisor to handle your money? This week’s episode will give you some invaluable insight into how to find the perfect advisor for you and for your specific situation, so you can feel confident that your retirement savings are in good hands.

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Episode #2: Creative Tax Strategies

How you tap into your retirement accounts can really alter your retirement. We’ll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.

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