Sean is a partner and a private wealth advisor at The Bahnsen Group.
Aug 2, 2024 • 29 minutes
Hosts Trevor Cummings and Sean Latimer discuss the importance of cleanliness and organization in daily life and financial portfolios.
Aug 23, 2024 • 45 minutes
The group humorously reflects on age-specific privileges and responsibilities that influence financial decisions.
Sep 6, 2024 • 30 minutes
The discussion explores the impact of expectations on various aspects of life, including relationships, happiness, and investments.
Sep 20, 2024 • 36 minutes
Trevor, Sean and Blaine delve into the impact of sensationalism in financial media.
Sep 27, 2024 • 42 minutes
Trevor Cummings, along with Sean Latimer and Blaine Carver, discusses strategies for tackling big life decisions and financial planning.
Oct 4, 2024 • 32 minutes
This episode discussed the need to reprogram financial mindsets, particularly as one transitions from earning a steady income to spending in retirement.
Oct 11, 2024 • 36 minutes
Host Trevor Cummings, along with co-host Sean Latimer, discusses the complexities of handling half truths in financial decisions and personal life.
Nov 1, 2024 • 34 minutes
The discussion covers the implications of high valuations, potential economic catalysts, and diverging opinions within the finance community.
Nov 22, 2024 • 38 minutes
Trevor Cummings joins colleagues Sean Latimer and Sean Ullrich to discuss the implications of future stock market returns predicted by a Goldman Sachs article.
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