risk tolerance Archives - Retirement Elevated Podcast

From First Conversation to Long-Term Plan- Here’s How We Work

June 4, 2026 Retirement Elevated Comments Off

Today, Sean walks through what it actually feels like to work with a firm- from the first conversation to ongoing guidance- so you know what to expect. Every firm can tell you what they do. We’d rather show you.

Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)

December 4, 2025 Retirement Elevated Comments Off

Most people never realize their 401(k) might include a powerful option called a Self-Directed Brokerage Account (SDBA), and even fewer understand how it works. Sean breaks down what an SDBA actually is, who qualifies, and why it can open the door to more personalized investment choices inside a traditional retirement plan. If you’ve ever felt boxed in by limited 401(k) options, this episode shows you what’s possible and what to watch out for.

How Would You Invest a Million Dollars?

November 26, 2025 Retirement Elevated Comments Off

What should you do if you suddenly had $1 million to invest? Sean looks at how three financial advisors answered that question, and why the real answer isn’t a single portfolio, but a personalized plan.

Financial Truths (In a World Full of Financial Fear)

March 19, 2020 Retirement Elevated Comments Off

What kind of financial truths can you depend on? Where have you fallen for some of the fear or myths floating around in the financial world? With so much uncertainty in the market right now, let’s discuss the truths you can build your plan on.