Stock Market

Financial 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?

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Ep 103: Financial Planning with Yogi Berra

Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From as-sessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra.

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State of the Market with Mike Sorrentino

On the show this week, Mike Sorrentino joins us to talk about the current status of the market, a second wave of coronavirus, and how it all might play together in the second half of the year.

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Why We Aren’t Panicking About The Economy

During uncertain times, you may feel uncertain about your finances and the economy. Sean shares why he isn’t panicked right now to help you also feel more confident about the future.

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5 Ways We Sabotage Our Own Retirement

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.

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Financial Lessons We Can Learn From Flying

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 to get you there? That’s the same with financial planning and reaching our final retirement destination. There are many lessons we can take away from flying and we’ll share those on this episode.

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Episode #9: The 60/40 Portfolio

The 60/40 rule suggests investors should put 60 percent of their portfolio in stocks and 40 percent in bonds. Sean weighs the merits of this rule of thumb.

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