Planning for retirement involves many crucial decisions, one of which is determining the best order to withdraw from your retirement accounts. Traditional advice often suggests a sequential approach- pulling money out of one type of account completely before moving to the next. But is this really the best strategy for everyone?

Tune in as Sean shares some key factors to consider when deciding the best approach for your retirement planning.

Here’s some of what we discuss in this episode:

• Why Sean doesn’t believe a sequential withdrawal approach is best
• How different withdrawal strategies can affect your tax liabilities and Medicare premiums
• What does it mean to simultaneously pull money out of your accounts?
• Working with a professional to customize your withdrawal strategy

For more, visit us online at https://retirementelevatedpodcast.com/

No one hits a home run every time! While home runs are an exciting part of any baseball game, the end result of who wins the game has a lot more to do with how the rest of the game is played. Drawing from his extensive experience both on the field and in finance, Sean provides valuable insights into how the principles of baseball can be applied to crafting a successful retirement strategy.

Here’s some of what we discuss in this episode:

• The plan has to work.
• How the game is really won.
• What five things are needed in a retirement plan.

For more, visit us online at https://retirementelevatedpodcast.com/

Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them. Whether you're just starting out or looking to refine your strategy, Sean emphasizes the importance of knowing what each investment is for. Just like players on a baseball team, each investment should have a specific job to do.

Here’s some of what we discuss in this episode:

• Rookie mistakes happen, whether it’s in baseball or finances.
• Every investment should have a purpose.
• Understand the risk each investment carries.
• Be careful about letting your emotions take over your financial decisions.
• Use caution with “hot tips” you hear.

For more, visit us online at https://retirementelevatedpodcast.com/