Episodes
24
Latest episode
May 2026
Language
EN-US
36 Main Street, Bristol, VT 05443 Overview and discussion of a variety of topics related to investing, financial planning, retirement, and insurance. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Advisor Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of services.
Many folks assume that if you make good money that wealth will naturally follow, but wealth is built over time with consistent decisions and actions. Today we will discuss steps towards pursuing these good habits.
In this episode we touch upon what to do with your employers retirement plan when you leave employment
While all birthdays are imprtant, there are some milestone birthdays in the financial world that may be beneficial. Find out why in this episode.
In this episode Shawn talks about how to prioritize debt AND saving for retirement.
In this episode Shawn dicusses how people can support their social beliefs through their investment portfolio.
In this episode Shawn discusses some common misconceptions when it comes to budgeting and some simple fixes people can use to help make the process smoother.
Roth Conversions
Planning for Financial Independence
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