Asking the Magic 8 Ball Financial Questions
Retirement planning doesn’t have to be daunting. With a bit of fun and the right strategies, you can set yourself up for a secure and enjoyable retirement.
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Financial Mistakes Made During Divorce
What kinds of financial mistakes do people make amidst a divorce? If you find yourself facing a divorce, there are some financial things you will want to be aware of as you move forward.
Read MoreFinancial 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?
Read MoreEasy Wins in Personal Finance (Part 2)
Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial life. If you didn’t hear part one, go back and listen to hear what other simple financial steps you can take.
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Ep 87: Retirement Pain Points
We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning.
Read MoreEp 84: Hidden Expenses
What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.
Read MoreEp 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.
Read MoreEp 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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What Tax Consequences Should You Be Aware Of?
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 of the Retirement Elevated podcast, Sean shares the pros and cons of different investment accounts.
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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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