tax planning

What’s the latest news about the SECURE Act and inherited IRAs? The SECURE Act was the death of the stretch IRA. Previously, inheritors were allowed to stretch out the withdrawals ... Read more

August 1, 2019July 29, 2019

In Podcast

Navigating To Safety: How Your Financial Plan Is Like A Lighthouse

by Retirement Elevated

Lighthouses are strong, beautiful, and protective towers, just like your financial plan should be. To weather the storms and avoid the potential financial obstacles, we’ll share how financial plans are ... Read more

January 24, 2019January 23, 2019

In Podcast

Episode #12: The 411 On Retirement Elevated Classes

by Retirement Elevated

We’re all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.

January 14, 2019January 14, 2019

In Podcast

Episode #11: What Should Your Advisor Be Doing

by Retirement Elevated

Financial advisors provide all sorts of services, and they have all sorts of designations and certifications. Find the right advisor for your needs.

December 20, 2018December 14, 2018

In Podcast

Episode #8: Real Advising Is Problem-Solving

by Retirement Elevated

Advising involves investing, but it’s so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving.

December 13, 2018December 6, 2018

In Podcast

Episode #7: Asking Wrong Financial Questions

by Retirement Elevated

Many people ask wrong financial questions. They get caught up in the minutia rather than focusing on the larger vision for their retirement. Sean explains.