Tag: Retiree

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Important Lessons About Long-term Investing & Inflation With Michael Shea (Ep. 114)

Important Lessons About Long-term Investing & Inflation With Michael Shea (Ep. 114)

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In a world plagued by rising prices, inflation, and interest rates, you can’t help but wonder: How will these factors impact the stock market and our financial stability?

In this episode, Tim Scannell introduces Michael Shea, the Managing Director of the Investment Solutions Group at Hightower. Michael shares his investment style focused on value and capturing dividend flow, the importance of managing against benchmarks, and staying current with market information. 

Learn about Michael’s views on inflation and its impact on financial markets and how he advises clients while considering the impact of inflation and interest rates on their finances.

Michael discusses:

  • His unique stance on the impact of inflation and the current state of the markets
  • The Federal Reserve’s response to the pandemic and why he entirely disagrees with it
  • The impact of the Fed overstimulating the economy and how it contributed to the inflation we are seeing now
  • The impact of reshoring and what you can expect from this change in the future
  • And more

 

Connect With Tim Scannell:

Connect With Michael Shea:

About Our Guest:

Michael Shea is a financial advisor who works out of Park City, Utah. Shea is an employee of Hightower Advisors, LLC. Shea has gained experience at Hightower and Prudential Equity Group, LLC. Shea maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois, New York and Utah.

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A Conversation About Fiduciaries With Don Stellin (Ep. 109)

A Conversation About Fiduciaries With Don Stellin (Ep. 109)

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Many financial advisors express great admiration for fiduciaries, while some undermine their significance in the financial industry and argue against their necessity.

However, by the conclusion of this episode, you will attain a thorough comprehension of fiduciaries and gain the ability to appreciate the immense value they bring to your financial planning endeavors.

In this episode, Tim Scannell invites returning guest, Don Stellin, onto the podcast to discuss the role, purpose, and value fiduciaries have in the financial planning processes of both retirees and working professionals.

Don discusses:

  • Why you need to know whether your financial advisor is a fiduciary
  • What a suitable standard is and how to know if your financial advisor’s standard is a good match with your financial values
  • The important questions your financial advisor should be asking you–and what it could mean if they aren’t asking them
  • Revenue neutrality and being brand agnostic–how to find out if your financial implements these into their business strategy
  • And more

Resources: 

Connect With Tim Scannell:

Connect With Donald Stellin AIF®:

About Our Guest:

Donald Stellin is a Financial Advisor with Hightower Great Lakes. He develops financial plans, manages investment portfolios, and works collaboratively with clients to create retirement income plans. He enjoys helping individuals, families, and business owners plan for a comfortable retirement by carefully listening to their needs and goals prior to developing a customized financial plan.