Taxes

Ep 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 80: New Year’s Financial Checklist

What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.

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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 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 70: What Important Documents Should You Keep?

Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.

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Unexpected Retirement Expenses

Are you prepared for these possible unexpected expenses in retirement? Find out what you need to include in your plan to be prepared.

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Diffusing the Tax Time Bomb

Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?

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The SECURE Act – RMD & Inherited IRA Surprises

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 of the inherited IRA over their life expectancy. The SECURE Act that was enacted at the beginning of 2020 changed things to the 10-year rule. But is it what we thought it was?

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2020 End of Year Planning Ideas

As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving vs. spending, Sean reflects on what’s been going on in our country.

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Talking with Matt Zagula about SMART Retirement and Taxation

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 to use as a resource when considering what you can do now, ahead of an unknown future.

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Developing the Right Financial Plan Takes These Steps

Financial planning can take on many forms and your interests might not always be the sole priority. When you work with an advisor, there are steps that every plan needs to include and we’ll discuss those in this episode.

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8 Provisions From The SECURE Act of 2019

Maybe you’ve heard of it, but do you know how the SECURE Act could impact your retirement plans? Or what about the retirement options offered by your employer? Here are eight of the 29 provisions in the act to keep an eye on.

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Focus On What You Can Control

Ask yourself, as an investor, what can you control? Starting with acknowledging what you can and cannot control will help you make better decisions and worry less when it comes to your investments.

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Episode #12: The 411 On Retirement Elevated Classes

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

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Episode #8: Real Advising Is Problem-Solving

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. 

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Episode #7: Asking Wrong Financial Questions

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.

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Episode #3: Required Minimum Distributions

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 save money in regards to their IRAs and RMDs. Sean breaks it all down on today’s episode.

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Developing the Right Financial Plan Takes These Steps

Financial planning can take on many forms and your interests might not always be the sole priority. When you work with an advisor, there are steps that every plan needs to include and we’ll discuss those in this episode.

Read More