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What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of these, thinking through what you should be doing with the money can make a huge impact in your financial life. …
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What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be. We discuss some of the differences in expectations across the globe. More than that, we consider what the meaning of those returns are and how muc…
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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? Here’s some of what we discuss in this episode: The best way to be sure you don’t run out of…
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Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn. From what we are teaching our kids about money to facing uncertainty about our retirement savings, you’ll want to have some healthy financial habits. You also likely hav…
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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. Here’s some of what we disc…
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From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes to your financial life. These things can add up to make a big difference, so stay tuned! Here’s some of what we discuss in this ep…
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Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views on social media. Today, we talk through what’s what and see what Sean thinks as a financial advisor. Make sure your financial strategy is customized to you…
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The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client? Here’s what we talk about on today’s show: With the change in technology, virtual meetings are more common. Convenience can come from meeting online. If yo…
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While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided. On today’s podcast we talk about his book, Rounding Third: Preparing for Your Finances for the Home Stretch to Retirement. This short and straightforward read has a lot of easy-to-understand finan…
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We all hear sayings and information that may or may not be true. Are you basing your financial plan on things you heard through the grapevine without finding out if it rings true for you? Instead of going off of what you’ve heard, ask yourself: “What do I want my life to look like?” Join us as we discuss these common ideas and share some questions …
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Not everyone has a financial advisor they know and trust. It can be scary to trust a financial advisor, especially when it comes to your nest egg. Sean talks about how he builds trust with clients and what it takes to find the right fit. You want to find someone who can create a financial plan that you are willing to follow and feel confident about…
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After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations. Here are the updates Sean shares on today’s show: What’s the latest with Sean, his family, and his business? (0:17) The office is moving after five years. (2:24) A new book is coming! …
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If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more proactive and prepared for financial decisions now and in the future. Here’s what we'll talk about today: Market volatility can cause uncertainty. (1:04) Not understanding your…
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After saving and waiting for so many years, no one wants to make a big mistake that ruins retirement! Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities of retirement and some easy ways you could ruin it, drawing on Sean’s insightful conversations with clients as the…
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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 assessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra. Here are the quotes we discuss on today’…
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In this episode, Marc and Sean will discuss a recent CNBC article about a man who ‘un-retired’ at 67 because he was bored and restless. What are the biggest issues people face when they don’t have a plan for retirement? We’ll tell you what we’ve seen and talk about what you can do to avoid that feeling. Here’s a little of what we discuss in this ep…
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The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out. Here’s what you'll learn about on today’s sh…
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In honor of our 100th episode, we have a special guest on the show! Sean’s son, Michael, joins us and shares about his experience having his dad as a coach. From exercises to tournaments, there’s a lot that goes into it. While Sean coaches Michael in baseball, he also coaches several people throughout the week when it comes to retirement. Do you ne…
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Some people dream about retiring and it can’t come soon enough. For others, maybe it’s something they are putting off. We talk through the varying degrees of interest and readiness in retirement and how to plan accordingly. Here are the reasons you wonder about getting a new advisor: I love what I do. (1:30) I could retire, but my job is still a go…
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As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might be worthwhile and why some of these reasons don’t have to be dealb…
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In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and what to do if this doesn’t describe your relationship with an advisor). Reasons to …
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What are your three biggest assets when it comes to saving for your retirement and your future? For most people, this is your 401(k), your house, and Social Security. We talk today about how to best leverage these assets and manage them properly. It can make all the difference in retirement. Timestamps: What kind of strategy went into picking the f…
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When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to know if the advice and information is a helpful resource to follow. Timestamps: Don’t make knee-jerk reactions to short-term …
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When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them. Timestamps: 0:51 - Don’t make any sudden decisions. 5:02 - Don’t jump into investments you don’t understand. 8:07 - Work with a professional. 9:36 - The plan is more than the inves…
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On Today's Episode: What can we learn from Aesop’s fables when it comes to gaining financial wisdom? Sean shares how each of these fables relate to our own financial decisions. Timestamps: 0:28 - Time for back to school! 1:52 - What can we learn from the miser and his gold? 6:38 - The tortoise and the hare shows us that slow and steady wins the rac…
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When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions. Key topics on this episode: 0:39 - Ready to play Jeopardy? 1:55 - High fees and broken promises with market risk. 3:25 - What requires a financial profess…
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What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period. Key topics on this show: 1:10 – What do you want out of retirement? 2:54 – Knowing your numbers 4:34 – Get a strong understanding of your needs 5:48 –…
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What trips people up when they try to make financial decisions? We talk through financial roadblocks and how to avoid them on today’s show. Key topics on this show: 1:28 - There are a lot of decisions to make. 3:26 - We do some research. 6:55 - The financial industry can be full of jargon and confusion. 7:44 - Talking about money may seem taboo. 10…
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What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show! Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 0:35 - The summer heat has hit. 1:36 - If you get hurt, do you need to amputate? 5:27 - Dads use their strength to take o…
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Do you ever feel bogged down by all the research before making a big decision? When is research helpful and when is it too much? Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 1:16 - Many do more research for a vacation than retirement. 2:17 - What kind of resources does Sean like? 4:34 - Doe…
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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 more and get additional financial resources here: http://retirementelevatedpodcast.com …
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How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals. Read more and get additional financial resources here: http://retirementelevatedpodcast.com What we discuss in this episode: 0:34 - Baseball is back! 2:33 - How much money …
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Are you feeling a bit anxious about your financial situation every time you read or watch the news? Sean talks through current events and what kind of economic impact they could have. Read more and get additional financial resources here: http://retirementelevatedpodcast.com What we discuss in this episode: 0:13 - What is happening at the tank? 1:4…
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What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up. What we discuss: 0:32 - Youth baseball season is back! 1:46 - Mutual fund expenses can be hard to find. 3:11 - Variable annuities are notorious for hidden fees. 5:40 - Inflation is back with a vengeance. 8:18 - Tax increases will impact us. 10:06 -…
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How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update show, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more. What we discuss: 0:55 – Let’s talk through this 1:55 – Catalysts for volatility 5:33 – What’s not being reported 11:06 – The shift …
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What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals. What we discuss: 0:30 - How do we feel about this year’s Super Bowl? 1:33 - What signs show an advisor is overly focused on selling? 2:35 …
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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. What we discuss: 1:19 - Can’t control the market. 4:49 - Can’t control how long you’re going to live. 6:40 - Taxes are inevitable. 8:47 - Is Social…
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What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year. What we discuss: 1:23 - Adjust tax withholdings. 3:43 - Assess retirement contributions. 5:52 - Gather your tax information. 8:19 - What’s your overall retirement health? Get additional financial information: https://retiremen…
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What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-79-classic-christmas-characters/ What we discuss: 0:34 - S…
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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. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-78-end-of-the-year-financial-moves/ What we discuss: 1:06 - Is it too late to max out retirement contributions? 2:48 - H…
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Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-77-financial-half-truths/ What we discuss: 0:20…
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Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor? Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/ What we discuss: 0:26 - Sean’s …
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Is it time to put your lazy money to work? On today’s show, we talk about what lazy money is and why you shouldn’t keep too much of it lying around. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-75-lazy-money/ What we discuss: 1:00 - What is lazy money? 3:09 - Why do people have it? 4:29 - Why is ha…
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What kind of decisions do you need to make when it comes to your home in retirement? Sean talks through several scenarios people tend to consider when it comes to their house. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/this-ones-on-the-house/ What we discuss: 0:39 - How’s everything been? 1:28 - Fee…
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