All episodes
Financial Moves That Aren't as Simple as They Seem
The 5 Financial Frights in Your Retirement Plan
Money Questions That Aren't Really About Money
What Happens When Retirement Comes Before You're Ready?
Retired, But Still Clocking In — Why?
Reacting to the Most Watched Retirement Video of the Year
The Guilt-Free Vacation: How to Spend on Travel Without Derailing Your Retirement
From First Conversation to Long-Term Plan- Here's How We Work
A New Way to Save for Retirement Just Got Signed Into Law
Some People Call It Luck - We Call It a Planning Opportunity
The Surprisingly Hard Part of Retirement Nobody Warns You About
Reacting To Financial Hot Takes
10 Retirement Myths Too Many People Still Believe
What’s New For Retirees & Pre-Retirees in 2026?
5 Most Misleading Things in Finance
Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)
How Would You Invest a Million Dollars?
Do Your Feelings Belong in Your Financial Plan?
The Hidden Costs of Having Multiple Financial Advisors
October is Financial Planning Month: Here’s Your Checklist
Should You Take Social Security Early? Let’s Break It Down!
5 Signs You Might Be Wealthier Than You Think
Big Beautiful Bill Myths Debunked
Gen X, It’s Time To Think About Retirement
5 People You Meet Before Retirement
Should You Lend Money to Friends or Family?
5 Ways Wishful Thinking Can Damage Your Retirement
Am I Saving Too Much?
Inside the Advisor’s Office: What People Are Actually Concerned About
Key 2025 Tax Breaks & Adjustment Opportunities
Do Smart Investors Really Need a Financial Advisor?
Preparing for Life After a Career Change
Preparing for the Snowbird Lifestyle in Retirement
Build A Winning Retirement Plan
4 Budget Friendly Retirement Activities
Maximize Your Social Security Benefits: A Real Life Case Study
Five Steps To Improve Your Financial Success Score
Which Soon-To-Be Retiree Are You? Concerned, Seeking Clarity, or Confident
Real World Examples of Roth Conversions
What Happens if Social Security Raises the Retirement Age?
Beyond The Metrics: What Makes A Successful Retirement?
Is Dividend Investing Still a Viable Retirement Income Strategy?
Asking the Magic 8 Ball Financial Questions
What Accounts Do I Withdraw From First In Retirement?
Retirement Baseball
Rookie Investment Mistakes
Retirement Satisfaction
Irreversible Financial Decisions
Financial Mistakes Made During Divorce
Facing Financial Villains
Important Ages in Retirement
Portfolio Expectations
Financial Fill in the Blank
Financial Lessons from Homer Simpson
Easy Wins in Personal Finance (Part 2)
Easy Wins in Personal Finance (Part 1)
Dissecting Dave Ramsey’s Advice
Financial Advising Relationships: Local vs. Remote
Rounding Third: Sean’s New Book
Well I Heard…
Reasons Why People Don’t Visit With An Advisor
Busy, Busy, Lee: An Update on Elevated Retirement Group
Having Financial Hindsight
Easy Ways to Ruin Retirement
Financial Planning with Yogi Berra
The Biggest Retirement Challenge No One Talks About
What You Need To Know About Secure Act 2.0
100th Episode Special with a Surprise Guest
The Desire to Retire
When the Grass Looks Greener with Another Advisor
Things to Be Thankful For
3 Biggest Financial Assets
Understanding Media Bias
Don’t Screw It Up
What Popular Fables Reveal About Our Personal Finances
Let’s Play Financial Jeopardy
The Ten Years Before Retirement
Navigating These Decision-Making Roadblocks
Stuff Dads Say and Do
Doing Research Before Financial Decisions
Retirement Pain Points
Asking the Wrong Questions
Planning During High Anxiety Times
Hidden Expenses
ALERT: Special Market Update
The Financial Planning Process
The Things You Can Control (And The Things You Can’t)
New Year’s Financial Checklist
Classic Christmas Characters
End of the Year Financial Moves
Financial Half Truths
Mistakes to Avoid When Choosing a Financial Advisor
Lazy Money
This One’s On The House
Questionable Financial Advisors
Multiple Choice Retirement Quiz
What Issues Should I Consider Before I Retire?
What Important Documents Should You Keep?
What to Do When Facing a Forced Retirement
Unexpected Retirement Expenses