Income: How to maximize social security and other income goals in retirement.
Investments: Portfolio strategies to help reduce risk in a volatile market without sacrificing potential gains.
Taxes: Strategies to potentially reduce taxes now and through retirement.
Health: Ways to protect your assets if your health were to deteriorate.
Legacy: Is a trust necessary? Ways to determine what you will actually need. Strategies to help avoid probate.
MEET YOUR PRESENTER:
Sean is host of the radio show "My Smart Retirement", which airs on Money Radio KFNN. You can also listen to the show on Apple podcasts.
"All my life there have been two things I have a passion for. First is the ability to help people. Second, is to solve problems. This is probably why I took to financial planning at such a young age because I could see that this profession allows me to combine both of my passions into one.
One of my favorite things about what I do is taking a client's most complex situations and simplifying it for them, so they no longer have to worry and can just go enjoy their lives. I never get tired of seeing the transformation on my clients faces from when they first walk into my office to when they leave. Starting off not very confident on how to get income in retirement, or how to invest inside or outside of the market, or how to minimize taxes or health and the list goes on. Taking that not so confident feeling they have and by the end, my clients are the most confident people in their retirement. This is a feeling that makes me so happy to do this day in and day out and helps me spend many hours day and night helping my clients."
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