In Podcast
What Tax Consequences Should You Be Aware Of?
by More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode ... Read more
by In Podcast
Football and Financial Planning
by Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
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Talking with Matt Zagula about SMART Retirement and Taxation
by What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book ... Read more
In Podcast
5 Easy Ways to Ruin Your Retirement
by Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.
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Are You an Emotional Investor?
by Keeping emotions separate from your financial decisions should be everyone’s goal but is it easier said than done? Let’s take a look at the most common forces driving those decisions ... Read more
In Podcast
Will These News Headlines Matter for Your Finances in 2020?
by 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 ... Read more
In Podcast
Taking Out the Trash From Your Portfolio
by When was the last time you looked through your financial portfolio and got rid of the things you no longer need? As you move closer to retirement, your strategies will ... Read more
In Podcast
Do You Know What Fees and Commissions You’re Paying?
by Have you ever wondered why some advisors get paid in fees while others take commissions from your investments? Today we’ll explain the difference, what you should consider, and why your ... Read more
In Podcast
What You Need to Know About the SECURE Act
by Americans will be getting the most significant retirement legislation in more than a decade after Congress passed the SECURE Act near the end of 2019. Let’s talk about the biggest ... Read more
In Podcast
Financial Lessons We Can Learn From Flying
by Think about the last time you took a flight? You got from point a to point b as you planned, but did you stop to think about what it took ... Read more
In Podcast
When Is It Safe to Retire?
by We often get questions on what makes it safe to retire. Is it at a certain age or after you meet a particular dollar amount? To find out when to ... Read more
In Podcast
Episode #4: Invest Lifestyle Expenses On Memorable Experiences
by What’s more important: investing in items or experiences? Sean will talk about the importance of travel, experiences, and creating long-lasting memories that can lead to a truly fulfilling retirement.
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Episode #3: Required Minimum Distributions
by RMDs are a critical part of every single person’s retirement plan. The recent passage of The Family Savings Act Of 2018 is going to present people with unprecedented opportunities to ... Read more
In Podcast
Episode #1: The 10 Important Questions You Should Ask Your Advisor
by Have you ever interviewed your financial advisor? You should. On this show we’ll tackle the 10 important questions you should ask your current or future advisor, why they’re such important ... Read more