Episodes

  • Retire Right - Reasons to Fire Your Advisor 02152025

    Retire Right - Reasons to Fire Your Advisor 02152025
    Feb 17 2025
    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.
    ---Catch us on our local radio show!
    101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
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    50 mins
  • Retire Right - Balance Your Retirement Portfolio Now 02082025

    Retire Right - Balance Your Retirement Portfolio Now 02082025
    Feb 10 2025
    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
    Show More Show Less
    50 mins
  • Retire Right - Creating a Lasting Legacy 02012025

    Retire Right - Creating a Lasting Legacy 02012025
    Feb 10 2025
    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
    Show More Show Less
    50 mins
  • Retire Right - Tackling Twin Threats of Taxes and Inflation 01252025

    Retire Right - Tackling Twin Threats of Taxes and Inflation 01252025
    Jan 30 2025
    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
    Show More Show Less
    50 mins
  • Retire Right - Estate and Legacy Planning 01182025

    Retire Right - Estate and Legacy Planning 01182025
    Jan 17 2025
    -- You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life's curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size. Shawn goes over these areas and more!

    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
    Show More Show Less
    50 mins
  • Retire Right - FInancial Resolutions 01112025

    Retire Right - FInancial Resolutions 01112025
    Jan 10 2025
    -- We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.

    What questions might we want to ask if we’re getting close to retirement?

    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    1. 101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
    Show More Show Less
    50 mins
  • Retire Right - Put Your Money to Work 01042025

    Retire Right - Put Your Money to Work 01042025
    Jan 3 2025
    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    • 101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
    Show More Show Less
    50 mins
  • Retire Right - Financial Naughty or Nice List 12282024

    Retire Right - Financial Naughty or Nice List 12282024
    Dec 31 2024
    -- When we were growing up, we all knew about Santa’s Naughty or Nice list. Santa would write your name in his big book, deciding if you’ve been Naughty or Nice this year. And admit it. Your behavior improved as the calendar got closer to Christmas. So today, we’re going to have [ADVISOR] step into the boots of our Retirement Santa. What retirement scenarios could fall under Naughty or Nice? Let’s find out…

    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
    Show More Show Less
    50 mins