Sean Latimer
Sean is a partner and a private wealth advisor at The Bahnsen Group.
Sean is a partner and a private wealth advisor at The Bahnsen Group.
Jul 18, 2021 • 50 minutes
Today we will talk about how benchmarking in investing can sometimes lead to porfolio woes.
Jul 23, 2021 • 39 minutes
All-time highs are the rule, not the exception; the expectation, not the hope.
Aug 6, 2021 • 27 minutes
Often financial planning will lead you to a fork in the road. You will start by laying out multiple options for different financial objectives.
Aug 13, 2021 • 35 minutes
Trevor is joined by Nate, Drew, and Sean in this invigorating discussion on one's ambitions.
Aug 24, 2021 • 25 minutes
A portfolio should be designed and constructed based on your financial plan.
Aug 27, 2021 • 34 minutes
Trevor is joined by Kenny Molina, Sean Latimer, and Drew Dill
Sep 3, 2021 • 41 minutes
A podcast for Trevor Cummings, Private Wealth Advisor/Partner at The Bahnsen Group
Sep 17, 2021 • 30 minutes
A Podcast from PWA Group Director and Partner at The Bahnsen Group, Trevor Cummings
Oct 1, 2021 • 28 minutes
For many savers/investors, their residence makes up a significant portion of their balance sheet, which means that this is a crucial planning topic to discuss.
Oct 15, 2021 • 18 minutes
Trevor Cummings and Sean Latimer discuss the virtues of financial disciplines.
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