Do Smart Investors Really Need a Financial Advisor?
Let’s dive into the pros and cons of DIY investing and explain how working with an advisor can actually save you money, time, and stress.
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Real World Examples of Roth Conversions
There’s been a growing buzz around Roth conversions, but what do they actually entail?
Read MoreBeyond The Metrics: What Makes A Successful Retirement?
When it comes to creating a successful retirement plan, the financial metrics are going to be a big part of achieving your goals, but money isn’t the only measurement of success.
Read MoreImportant Ages in Retirement
What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of these, thinking through what you should be doing with the money can make a huge impact in your financial life.
Read MoreFinancial Fill in the Blank
Let’s play a game of fill-in-the-blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement? What’s the biggest financial mistake retirees make?
Read MoreDissecting Dave Ramsey’s Advice
Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views on social media. Today, we talk through what’s what and see what Sean thinks as a financial advisor. Make sure your financial strategy is customized to your unique needs and goals.
Read MoreWell I Heard…
We all hear sayings and information that may or may not be true. Are you basing your financial plan on things you heard through the grapevine without finding out if it rings true for you? Instead of going off of what you’ve heard, ask yourself: “What do I want my life to look like?”
Read MoreEp 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 MoreEp 102: The Biggest Retirement Challenge No One Talks About
In this episode, Marc and Sean will discuss a recent CNBC article about a man who ‘un-retired’ at 67 because he was bored and restless. What are the biggest issues people face when they don’t have a plan for retirement? We’ll tell you what we’ve seen and talk about what you can do to avoid that feeling.
Read MoreEp 99: The Desire to Retire
Things You’ll Learn Along Today’s Journey Some people dream about retiring and it can’t come soon enough. For others, maybe it’s something they are putting off. We talk through the varying degrees of interest and readiness in retirement and how to plan accordingly. Here are the reasons you wonder about getting a new advisor: I…
Read MoreEp 96: 3 Biggest Financial Assets
Things You’ll Learn Along Today’s Journey What are your three biggest assets when it comes to saving for your retirement and your future? For most people, this is your 401(k), your house, and Social Security. We talk today about how to best leverage these assets and manage them properly. It can make all the difference…
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Ep 94: Don’t Screw It Up
When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them.
Read MoreEp 91: The Ten Years Before Retirement
What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period.
Read MoreEp 86: Asking the Wrong Questions
How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals.
Read MoreEp 83: ALERT: A Special Market Update
How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update episode, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more.
Read MoreEp 81: The Things You Can Control (And The Things You Can’t)
There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now.
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Ep 78: End of the Year Financial Moves
What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.
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Ep 77: Financial Half-Truths
Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know.
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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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Ep 71: What Issues Should I Consider Before I Retire?
Let’s go through the retirement checklist to cover all the key issues you should think about before retirement. How prepared are you?
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