My Smart Retirement

Episode 5: Questions to ask a Financial Advisor

Mar 5, 2025

In this episode, Sean breaks down the key questions you should ask when seeking advice from a Financial Advisor. With so many potential questions out there, it can be overwhelming to know which ones matter most. Sean cuts through the noise, sharing the questions he believes are essential to ask—and why. He also...

Building Wealth Early: The Power of Compounding Interest

Feb 19, 2025

In this episode we are giving helpful tips to discuss with your children and grandchildren. Help them understand the importance of compounding interest at a tax free growth. We Also discuss the importance of protecting the family at a low cost with term life insurance.

Episode 3: Maximizing Social Security

Feb 4, 2025

In this episode, Sean dives deep into the crucial decision of when to start taking Social Security benefits. Should you claim at 62 or wait until 67? Sean breaks down the long-term dollar differences and explores how delaying your claim could impact your financial strategy. He also discusses the challenge of...

Episode 2: The Truth Behind Annuity Gimmicks

Jan 22, 2025

In this episode, we take a deep dive into the world of annuities and uncover the truth behind the flashy promises often made by radio hosts, TV personalities, and seminar speakers. While many people are lured by gimmicks and bold claims, the reality is that what most individuals truly want is financial protection...

Episode 1: A New Year

Jan 7, 2025

Welcome back! After a brief hiatus, we're thrilled to be podcasting again and excited for what 2025 has in store. In this first episode of the year, Sean shares the company's renewed focus on excellence in customer service, outlining the goals and strategies designed to better serve our clients. We’re committed...