Канал: Utah Retirement by Elevated Retirement Group

Retirement Baseball

Retirement Baseball

Rookie Investment Mistakes

Rookie Investment Mistakes

Rookie Investment Mistakes

Rookie Investment Mistakes

State of the Markets with Mike Sorrentino, CFA®

State of the Markets with Mike Sorrentino, CFA®

Retirement Satisfaction

Retirement Satisfaction

State of the Markets with Mike Sorrentino, CFA®

State of the Markets with Mike Sorrentino, CFA®

Irreversible Financial Decisions

Irreversible Financial Decisions

State of the Markets with Mike Sorrentino, CFA®

State of the Markets with Mike Sorrentino, CFA®

State of the Markets with Mike Sorrentino, CFA®

State of the Markets with Mike Sorrentino, CFA®

Financial Mistakes Made During Divorce

Financial Mistakes Made During Divorce

State of the Markets with Mike Sorrentino, CFA®

State of the Markets with Mike Sorrentino, CFA®

Facing Financial Villains

Facing Financial Villains

Overcoming & Understanding Our Life Events and Financial Changes

Overcoming & Understanding Our Life Events and Financial Changes

State of the Markets with Mike Sorrentino, CFA®

State of the Markets with Mike Sorrentino, CFA®

State of the Markets with Mike Sorrentino, CFA® - 02.23.2024

State of the Markets with Mike Sorrentino, CFA® - 02.23.2024

Career Change? What About Your Retirement Plan?

Career Change? What About Your Retirement Plan?

Behavior: Initiator of our Choices When it Comes to Money & Retirement

Behavior: Initiator of our Choices When it Comes to Money & Retirement

Retirement 101

Retirement 101

Important Ages in Retirement

Important Ages in Retirement

Portfolio Expectations

Portfolio Expectations

Financial Fill in the Blank

Financial Fill in the Blank

Financial Lessons from Homer Simpson

Financial Lessons from Homer Simpson

Easy Wins in Personal Finance (Part 2)

Easy Wins in Personal Finance (Part 2)

Easy Wins in Personal Finance

Easy Wins in Personal Finance

DF4L - VSL

DF4L - VSL

Dissecting Dave Ramsey’s Advice

Dissecting Dave Ramsey’s Advice

Financial Advising Relationships: Local vs. Remote

Financial Advising Relationships: Local vs. Remote

Rounding Third: Sean’s New Book

Rounding Third: Sean’s New Book

Well I Heard…

Well I Heard…

Reasons Why People Don’t Visit With An Advisor

Reasons Why People Don’t Visit With An Advisor

Busy, Busy, Lee: An Update on Elevated Retirement Group

Busy, Busy, Lee: An Update on Elevated Retirement Group

Having Financial Hindsight

Having Financial Hindsight

Easy Ways to Ruin Retirement

Easy Ways to Ruin Retirement

Financial Planning with Yogi Berra

Financial Planning with Yogi Berra

The Biggest Retirement Challenge No One Talks About

The Biggest Retirement Challenge No One Talks About

What You Need To Know About Secure Act 2.0

What You Need To Know About Secure Act 2.0

100th Episode Special with a Surprise Guest

100th Episode Special with a Surprise Guest

Is Bigger Better?

Is Bigger Better?

The Desire to Retire

The Desire to Retire

When the Grass Looks Greener with Another Advisor

When the Grass Looks Greener with Another Advisor

Things to be thankful for

Things to be thankful for

Don’t Screw It Up

Don’t Screw It Up

What Popular Fables Reveal About Our Personal Finances

What Popular Fables Reveal About Our Personal Finances

Let’s Play Financial Jeopardy

Let’s Play Financial Jeopardy

The Ten Years Before Retirement

The Ten Years Before Retirement

Navigating These Decision-Making Roadblocks

Navigating These Decision-Making Roadblocks

Stuff Dads Say and Do

Stuff Dads Say and Do

Doing Research Before Financial Decisions

Doing Research Before Financial Decisions

Retirement Pain Points

Retirement Pain Points

Asking the Wrong Questions

Asking the Wrong Questions

Planning During High Anxiety Times

Planning During High Anxiety Times

ALERT: Special Market Update

ALERT: Special Market Update

The Financial Planning Process

The Financial Planning Process

The Things You Can Control (And The Things You Can’t)

The Things You Can Control (And The Things You Can’t)

New Year’s Financial Checklist

New Year’s Financial Checklist

Classic Christmas Characters

Classic Christmas Characters

End of the Year Financial Moves

End of the Year Financial Moves

Financial Half Truths

Financial Half Truths

Mistakes to Avoid When Choosing a Financial Advisor

Mistakes to Avoid When Choosing a Financial Advisor

Lazy Money

Lazy Money

This One’s On The House

This One’s On The House

Questionable Financial Advisors

Questionable Financial Advisors

Multiple Choice Retirement Quiz

Multiple Choice Retirement Quiz

What Issues Should I Consider Before I Retire?

What Issues Should I Consider Before I Retire?

Ep 70: What Important Documents Should You Keep?

Ep 70: What Important Documents Should You Keep?

What to Do When Facing a Forced Retirement

What to Do When Facing a Forced Retirement

Unexpected Retirement Expenses

Unexpected Retirement Expenses

Diffusing the Tax Time Bomb

Diffusing the Tax Time Bomb

Common 401K Mistakes

Common 401K Mistakes

The Key to Achieving Retirement Satisfaction

The Key to Achieving Retirement Satisfaction

The SECURE Act - RMD & Inherited IRA Surprises

The SECURE Act - RMD & Inherited IRA Surprises

Getting The Right Mindset For Retirement

Getting The Right Mindset For Retirement

Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®

Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®

The Financial Plan Guessing Game

The Financial Plan Guessing Game

What Can You Expect From a Virtual Meeting With Us?

What Can You Expect From a Virtual Meeting With Us?

What Tax Consequences Should You Be Aware Of?

What Tax Consequences Should You Be Aware Of?

What Is Values-Based Financial Planning?

What Is Values-Based Financial Planning?

Is Your Financial Advisor Doing This?

Is Your Financial Advisor Doing This?

Financial Life and Baseball

Financial Life and Baseball

2020 End of Year Planning Ideas

2020 End of Year Planning Ideas

Paying off Mortgage

Paying off Mortgage

How do you want to create income in retirement?

How do you want to create income in retirement?

SS and Provisional Income

SS and Provisional Income

Fiduciary vs suitability

Fiduciary vs suitability

Solving your Income Gap discussion

Solving your Income Gap discussion

Risk Vs Fluctuation

Risk Vs Fluctuation

10 Step Layoff Survival Guide, Part 2

10 Step Layoff Survival Guide, Part 2

Average vs Actual Returns

Average vs Actual Returns

5 Financial Pain Points

5 Financial Pain Points

Famous Last Words (You Don’t Want to Say About Retirement!)

Famous Last Words (You Don’t Want to Say About Retirement!)

8 Provisions From The SECURE Act of 2019

8 Provisions From The SECURE Act of 2019

When Is It Safe to Retire?

When Is It Safe to Retire?

The True Value Of Working With A Financial Advisor

The True Value Of Working With A Financial Advisor

Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions

Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions

Why the Final Decade of Work is So Important for Planning

Why the Final Decade of Work is So Important for Planning

Financial Lessons We Can Learn From Flying

Financial Lessons We Can Learn From Flying

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

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

Common Reasons People Stick the Wrong Financial Advisor

Common Reasons People Stick the Wrong Financial Advisor

Why a Portfolio is Not a Plan

Why a Portfolio is Not a Plan

5 Ways We Sabotage Our Own Retirement

5 Ways We Sabotage Our Own Retirement

Financial Truths (In a World Full of Financial Fear)

Financial Truths (In a World Full of Financial Fear)

What You Need to Know About the SECURE Act

What You Need to Know About the SECURE Act

Will These News Headlines Matter for Your Finances in 2020?

Will These News Headlines Matter for Your Finances in 2020?

Taking Out the Financial Trash

Taking Out the Financial Trash

Finding The Silver Linings In Forced Retirement Situations

Finding The Silver Linings In Forced Retirement Situations

Are You an Emotional Investor?

Are You an Emotional Investor?

Market Update: Coronavirus and Its Impact

Market Update: Coronavirus and Its Impact

Do You Know What Fees and Commissions You’re Paying?

Do You Know What Fees and Commissions You’re Paying?

Coronavirus Update: State of Business

Coronavirus Update: State of Business

Baseball and Financial Planning with John Buck

Baseball and Financial Planning with John Buck

5 Things to Know About the CARES Act

5 Things to Know About the CARES Act

Talking with Matt Zagula about SMART Retirement and Taxation

Talking with Matt Zagula about SMART Retirement and Taxation

Being Proactive With Your Financial Plan During a Pandemic

Being Proactive With Your Financial Plan During a Pandemic

Office Reopening and Things to Know

Office Reopening and Things to Know

5 Easy Ways to Ruin Your Retirement

5 Easy Ways to Ruin Your Retirement

Why We Aren’t Panicking About The Economy

Why We Aren’t Panicking About The Economy

10 Step Layoff Survival Guide, Part 1

10 Step Layoff Survival Guide, Part 1

State of the Market with Mike Sorrentino

State of the Market with Mike Sorrentino

How to Find the Right Advisor

How to Find the Right Advisor

Busting the Biggest Financial Myths

Busting the Biggest Financial Myths

Settle The Debate - Right Or Wrong?

Settle The Debate - Right Or Wrong?

5 Simple Retirement Questions

5 Simple Retirement Questions

Focus On What You Can Control

Focus On What You Can Control

Developing the Right Financial Plan Takes These Steps

Developing the Right Financial Plan Takes These Steps

Why Your Retirement Is More Than Just Investments

Why Your Retirement Is More Than Just Investments

Episode #14: DIY Retirement Planning

Episode #14: DIY Retirement Planning

Episode #13: The Upsides And Downsides Of Being An Informed Consumer

Episode #13: The Upsides And Downsides Of Being An Informed Consumer

Episode #12: The 411 On Retirement Elevated Classes

Episode #12: The 411 On Retirement Elevated Classes

Episode #11: What Should Your Advisor Be Doing

Episode #11: What Should Your Advisor Be Doing

Episode #10: Finishing Strong

Episode #10: Finishing Strong

Episode #9: The 60/40 Portfolio

Episode #9: The 60/40 Portfolio

Episode #8: Real Advising Is Problem-Solving

Episode #8: Real Advising Is Problem-Solving

Episode #7: Asking Wrong Financial Questions

Episode #7: Asking Wrong Financial Questions

Episode #6: 7 Reasons You Need More Than A Robo-Advisor

Episode #6: 7 Reasons You Need More Than A Robo-Advisor

Episode #5: The Right Advisor For Your Situation

Episode #5: The Right Advisor For Your Situation

Episode #4: Invest Lifestyle Expenses On Memorable Experiences

Episode #4: Invest Lifestyle Expenses On Memorable Experiences

Episode #3: Required Minimum Distributions

Episode #3: Required Minimum Distributions

Episode #2: Creative Tax Strategies

Episode #2: Creative Tax Strategies

Episode #1: The 10 Important Questions You Should Ask Your Advisor

Episode #1: The 10 Important Questions You Should Ask Your Advisor

Finishing Strong

Finishing Strong

Retirement Elevated Podcast with special guest Matt Zagula

Retirement Elevated Podcast with special guest Matt Zagula

Elevated Retirement Group- Who we are

Elevated Retirement Group- Who we are

Retirement Elevated with Guest John Buck

Retirement Elevated with Guest John Buck

Sean video_03.23.2020

Sean video_03.23.2020

Operational Update - Elevated Retirement Group

Operational Update - Elevated Retirement Group

Market Update 02.28.2020

Market Update 02.28.2020

State of the Union with Mike Sorrentino

State of the Union with Mike Sorrentino

Reminder

Reminder

Sean

Sean

State of the Union Video 2019

State of the Union Video 2019

Save the Date - Dec. 2019

Save the Date - Dec. 2019

State of the Union Save the Date - Clients

State of the Union Save the Date - Clients

Mike Sorrentino, CFA intro video

Mike Sorrentino, CFA intro video

Rise Against Hunger 2019 with Elevated Retirement Group

Rise Against Hunger 2019 with Elevated Retirement Group

Thank You for Registering!

Thank You for Registering!

Retirement Planning

Retirement Planning

Retirement Elevated

Retirement Elevated

Retirement Elevated and Your Taxes

Retirement Elevated and Your Taxes

Your Retirement and Taxes!

Your Retirement and Taxes!

Retirement Planning in Today's Economy.

Retirement Planning in Today's Economy.