What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.
Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-79-classic-christmas-characters/
What we discuss:
0:34 - Sean has big holiday plans!
1:39 - Are you like Cousin Eddie?
4:10 - Scrooge is a classic stingy guy about money.
7:02 - George Bailey was always stressed.
9:19 - Kevin McCallister had to figure out how to make it on his own.
Let’s Play Financial Jeopardy
The Ten Years Before Retirement
Navigating These Decision-Making Roadblocks
Stuff Dads Say and Do
Doing Research Before Financial Decisions
Retirement Pain Points
Asking the Wrong Questions
Planning During High Anxiety Times
ALERT: Special Market Update
The Financial Planning Process
The Things You Can Control (And The Things You Can’t)
New Year’s Financial Checklist
End of the Year Financial Moves
Financial Half Truths
Mistakes to Avoid When Choosing a Financial Advisor
This One’s On The House
Questionable Financial Advisors
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