Red Barn Financial Podcast
This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and other investments. Learn more about Sean Moran and Red Barn Financial at www.redbarnfinancial.com Disclaimer: Information provided in this podcast is for information purposes only and does not constitute financial advice. Financial decisions should only be made after careful consideration and based on all information available. Information provided in this podcast may not apply to you and therefore cannot be relied upon in making financial decisions. Consult your financial advisor or reach out to us if you would like to engage our services. Securities offered through Ad Deum Funds a Registered Investment Advisor headquartered in Chantilly Virginia.
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Ep. 80 Top 5 Considerations When Hiring a Financial Advisor
06/18/2024
Ep. 80 Top 5 Considerations When Hiring a Financial Advisor
When choosing a financial advisor, there are a number of questions you want to ask. In this episode of the Red Barn Financial Podcast, Sean Moran answers the Top 5 questions: Is the advisor licensed? Are they truly a financial advisor or are they an insurance agent or coach that gave themselves a fancy name? Don't just pick the first advisor you meet. Make sure you interview a few to determine if you are picking the right one. Just like you wouldn't buy the first house you looked at without seeing a few more, make sure you know you are picking the best advisor for you. Choose someone who is aligned with your values - whether it's faith based investing, ESG, giving to charity, retiring early or another value you have. Be sure your advisor understands your goals and is aligned and committed to helping you achieve them. Understand the fees - Does your advisor charge an Assets Under Management (AUM) fee, do they charge hourly, do they get commissions for selling you products? You want to know which applies and whether you are comfortable with that method. Do Your Homework - Look at Google reviews, see if the advisor has been recognized in their community, check out their website and understand if they have done the things you need before. Disclaimer: This podcast is for informational purposes only. It is not tax, legal or financial advice. What is right for one person may not be right for another depending on their circumstances. If you would like to contact us please email [email protected] To learn more about Red Barn Financial and the services we provide visit www.redbarnfinancial.com:
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Ep. 79 Does the Bible Talk About Money?
06/12/2024
Ep. 79 Does the Bible Talk About Money?
In this episode of the Red Barn Financial Podcast, Sean Moran talks about the areas in the Bible where it speaks about money. This is only scratching the surface, because there are over 2,500 verses that talk about money. If you feel convicted to do what God is calling you to do with your money, specifically being a good steward of what has been given to you, reach out. We can help you with budgeting, intentional giving, putting money away for the future and tax advantaged ways to give. Disclaimer: This podcast is for informational purposes only. It is not tax, legal or financial advice. What is right for one person may not be right for another depending on their circumstances. If you would like to contact us please email [email protected] To learn more about Red Barn Financial and the services we provide visit www.redbarnfinancial.com
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Ep 78 Why Drawing From Your Retirement Account Early is a Costly Mistake
05/21/2024
Ep 78 Why Drawing From Your Retirement Account Early is a Costly Mistake
Ep 78 Why Drawing From Your Retirement Account Early is a Costly Mistake Many times people take money out of their retirement account early so they can pay bills, because they changed jobs or for "easy access" to their money. In this episode of the Red Barn Financial Podcast, Sean Moran shares why this could be a costly mistake, but in the current year as well as in future years. This includes the tax cost, the penalties and the fact that you will not have the money there for your future when you take it out today. Disclaimer: This podcast is for informational purposes only. It is not tax, legal or financial advice. What is right for one person may not be right for another depending on their circumstances. If you would like to contact us please email To learn more about Red Barn Financial and the services we provide visit
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Ep. 77: Taxes Done? Youre NOT Finished Yet! Heres Why
05/03/2024
Ep. 77: Taxes Done? Youre NOT Finished Yet! Heres Why
Taxes Done? You're NOT Finished Yet! Here's Why When you finish your tax return you want to understand what happened, what you can do for the next year to save taxes or to strategically prepare yourself for future years. In this episode of the Red Barn Financial Podcast, Sean will talk about what to look for on your tax return and things that you could look into further so that you might potentially pay less taxes in future years. Sean Moran is a financial advisor specializing in retirement planning, college planning, life insurance, disability insurance, Long Term Care insurance and a holistic approach to your personal finances. Sean has clients in NJ, TN, VA, TX and would love to help you either locally or virtually. Sean is an author, former corporate tax professional and entrepreneur. He holds a BS from York College of PA and a Masters of Taxation from Fairleigh Dickinson University. If you are interested in learning more, you can contact Sean at: or schedule a meeting here: calendly.com/spmoran Disclaimer: The information in this podcast is not tax, legal or financial advice. Each person's situation is unique and you should speak with your financial advisor and tax advisor to be sure your plan works for you. Red Barn Financial LLC offers securities through Ad Deum Funds, a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitationfor the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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Ep. 76 - When Spending More Saves You Money
04/08/2024
Ep. 76 - When Spending More Saves You Money
In this episode I share some times when spending more money will save you money. As a financial advisor, I often advocate for people to save money for their future, but there are many times when spending more money can save you money in the long run. One example is for a quality "once in a lifetime" experience. There is a balance between spending the most and the least you can possibly spend, but there are times to splurge a bit. Another place can be quality items like good shoes that last a long time or a good car that will not fall apart. I also share bonus material on how you can spend a bit more and still save. For more information on Red Barn Financial and what we can do for you, visit or call us at 615-619-6919 for a consultation. Disclaimer: The information contained herein is not tax, legal or investment advice. Please reach out if you would like to discuss you particular circumstances. If you would like to contact us for our free guide or any other reason, please email [email protected]
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Ep. 75 Taking Money out of your Retirement Account Can Destroy Your Financial Life
03/13/2024
Ep. 75 Taking Money out of your Retirement Account Can Destroy Your Financial Life
Ep. 75 Taking Money out of your Retirement Account Can Destroy Your Financial Life In a podcast by Sean Moran, a financial advisor with Red Barn Financial, discourages people from withdrawing money from their retirement accounts before reaching the age of 59 and a half due to tax penalties and the added tax cost. The podcast discusses two real-life scenarios where people made such mistakes. In the first scenario, a couple withdrew $700,000 from their retirement account to buy a vacation home. This resulted in a 10% penalty and pushed them into a higher tax bracket. In the second scenario, a person gave their ex-spouse $25,000 from their retirement account during a divorce. The speaker explains that there could have been ways to avoid the penalty if the money was transferred directly to the ex-spouse's IRA instead. Overall, the podcast emphasizes the importance of consulting with a financial advisor before taking any money out of a retirement account. Planning ahead can help you avoid costly mistakes. In this episode of the Red Barn Financial podcast, I share two different stories of people that have taken money out of their 401(k) or retirement plans. Cashing out your retirement account is often a terrible idea. Disclaimer: The information contained herein is not tax, legal or investment advice. Please reach out if you would like to discuss you particular circumstances. If you would like to contact us for our free guide or any other reason, please email [email protected]
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Ep. 74 - Your Home As a Financial Tool - A Conversation with Jackson Matheson
03/07/2024
Ep. 74 - Your Home As a Financial Tool - A Conversation with Jackson Matheson
In this Episode of the Red Barn Financial Podcast I get the opportunity to interview Jackson Matheson of the Wood Group of Fairway Mortgage. He shares his experiences and the reason why he is passionate about the Home Equity Conversion Mortgage (HECM). Jackson shares why this tool gives you an opportunity to make sure you are financially secure in retirement and opens up one of the largest assets most of us have to use to fund things we need in retirement. Jackson's contact information: Jackson Matheson Loan Officer NMLS# 1978746 Office: eFax: Cell: 1220 Marathon Drive Murfreesboro, TN 37129 Some statistics that Jackson shared: Notable statistics for the Baby Boomer generation: 27% have no retirement savings 70% will need some form of long-term care 39% get divorced 75% have debt Over 50% of boomers rely on social security either heavily or entirely 10,000 baby boomers turn 62 each day (of which 30%-40% will carry a traditional mortgage payment into retirement) Disclaimer: The information contained herein is not tax, legal or investment advice. Please reach out if you would like to discuss you particular circumstances. If you would like to contact Red Barn Financial please email or call 615-619-6919. To learn more about our firm, visit Note: Red Barn Financial is independent of it's guests and nothing in this podcast should be construed as an endorsement or recommendation to use any of the products or services discussed. Each person should assess their financial needs with a financial advisor like us.
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Ep. 71 Get Rid of the 401K To Save Social Security?
02/29/2024
Ep. 71 Get Rid of the 401K To Save Social Security?
A recent study by Boston College recommends ending 401(k) and IRA tax benefits in order to use the extra tax revenue to fund Social Security. I share in this podcast episode why I think that could be a bad idea that would lead to more issues for retirees in the future, which would mean simply transferring the problem to the future. The Center for Retirement Retirement Research at Boston College said that about $185 billion of more revenue would be collected by the IRS each year if people couldn't deduct their 401(k) or IRA contributions. I believe this would result in less savings for the future. If people choose not to save for retirement because there is no immediate benefit, they are likely to spend that money instead. You can learn more about it in this Disclaimer: The informaiton contained in this podcast is not tax, legal or investment advice. Everyone's circumstances are different. If you would like to discuss your informaiton specifically please contact us at 615-619-6919 or email [email protected]
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Ep. 70 What is Your Business Really Worth? A Conversation with Russell Carriere
02/22/2024
Ep. 70 What is Your Business Really Worth? A Conversation with Russell Carriere
In this episode of the Red Barn Financial Podcast I have a great conversation with business broker Russell Carriere of First Choice Business Brokers. Russ is a 30 year entrepreneur who helps business owners understand what their businesses are worth and how to position a business for sale in the near or distant future. Russ can be contacted here: Website: email: Phone: To reach out to Sean Moran at Red Barn financial please call 615-619-6919 or email Learn more about Red Barn Financial on our website Disclaimer: The information in this podcast is not tax, legal or financial advice. Please consult a financial advisor for information on your specific situation. Opinions expressed by guests are their own. The appearance on the Red Barn Financial Podcast by any guest does not constitute an endorsement.
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Ep. 69 Where you put your money is as important as how much you have
02/15/2024
Ep. 69 Where you put your money is as important as how much you have
Ep. 69 Where you put your money is as important as how much you have. You want to be tax efficient with your money so the particular account you put different assets in will drive whether they are efficiently taxed or not. In this episode of the Red Barn Financial Podcast I will share some factors you need to consider when you are choosing where and with what assets to invest. For example, if you put dividend paying stocks in your brokerage account you will pay taxes on the dividends in the year you earn them. If you put them in an IRA then you defer the taxes to a future year. On the other hand you turn capital gains into ordinary income in the IRA. With respect to real estate, if you have that in an IRA account, lose the opportunity to depreciate the property, you can't use it personally and you also lose capital gains tax treatment which can be beneficial. Disclaimer: The information contained in this podcast is for informational purposes only and is not financial advice. Everyone's situation is different, so you should discuss your needs with a financial advisor like me. Contact information: Red Barn Financial Sean Moran - 615-619-6919
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Ep. 68 How Much Money You Need To Have Saved For Retirement At Any Age
02/07/2024
Ep. 68 How Much Money You Need To Have Saved For Retirement At Any Age
Ep. 68 How Much Money You Need To Have Saved For Retirement At Any Age In this episode of the Red Barn Financial Podcast, I discuss the amounts or ranges you want to save in order to be able to retire comfortably. If you haven't saved enough money yet to really get to where you want to be, that doesn't mean it's time to give up. It simply means it's time to start saving more than you have been in the past. Whether your plan to retire or not, it's important to save as though you do, because sometimes we have to stop working sooner even if we don't want to. Here are the numbers from T. Rowe Price: Here are the numbers from Fidelity: Disclaimer: The information contained herein is not tax, legal or investment advice. Please reach out if you would like to discuss you particular circumstances. If you would like to contact us for our free guide or any other reason, please email
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Ep. 67 Tax Season Has Started Should You File Right Away?
01/31/2024
Ep. 67 Tax Season Has Started Should You File Right Away?
Episode 67 Tax Season Has Started Should You File Right Away? You can now file your 2023 tax return, but you may have reasons to hold off on filing your return. In this episode of the Red Barn Financial Podcast I discuss the reasons why you might want to hold off until you have what you need. If you are looking for some free resources for filing your 2023 tax returns, you can find them at Disclaimer: The information contained in this podcast is for informational purposes only and is not financial advice. Everyone's situation is different, so you should discuss your needs with a financial advisor like me.
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Ep. 66 Proper Planning Can Leave You Prepared - Otherwise This Happens
01/26/2024
Ep. 66 Proper Planning Can Leave You Prepared - Otherwise This Happens
Ep. 66 Proper Planning Can Leave You Prepared - Otherwise This Happens All too often we are going through life without the most important things we need for our financial security and the security of the ones we love. We end up missing these things because we are so busy doing the things that we believe are in our best interest but we aren't doing the basic financial planning that our family needs. In this episode of the Red Barn Financial Podcast, I discuss the simple things you can do to make sure your protecting your most important assets - your life and your ability to earn a living. Disclaimer: The information contained in this podcast is for informational purposes only and is not financial advice. Everyone's situation is different, so you should discuss your needs with a financial advisor like me. Contact information: Sean Moran - 615-619-6919
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Ep. 65 Lump Sum vs Monthly Payments Which is the Better Choice
01/11/2024
Ep. 65 Lump Sum vs Monthly Payments Which is the Better Choice
In this episode I share the factors to consider when you are thinking about a lump sum payout vs a monthy payment like a pension or annuity. Each person's situation is a bit different, so this episode will share with you the different considerations when deciding between an pension/annuity versus a lump sum payout. Here is the example I go over in the episode:
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Ep. 64 You can buy a house with how much down?
12/12/2023
Ep. 64 You can buy a house with how much down?
Year End Recap - You can buy a house with how much down? In this episode I talk about the new rule that allows people to only put down 5% on purchases of multi-unit dwellings and what my thoughts are on that. I also share my top performing and my top performing . I share about my new book I co-authored with my wife called "Leaving a Legacy" You can buy it on Amazon in or . Finally, I shared a Wall Street Journal article that points out that buying a house is more expensive than it's been in a long time and in some cases renting could be a better choice. Disclaimer: The information contained herein is not tax, legal or investment advice. Please reach out if you would like to discuss you particular circumstances. If you would like to contact us for our free guide or any other reason, please email Links to book are affiliate links.
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Ep. 63 Beyond the Personal Guarantee: Crafting a Creditworthy Business - An Interview with the J Galt Team
11/28/2023
Ep. 63 Beyond the Personal Guarantee: Crafting a Creditworthy Business - An Interview with the J Galt Team
In this episode of the Red Barn Financial Podcast, we go behind the curtain to learn the keys to building business credit without the personal guarantee. I interview Josh Love and Brittany Winner of J Galt. They share how you can build your business credit and why it's so much different than personal credit. To connect with Josh you can email him at or find out more on his website at https://www.jgalt.io/jlove Disclaimer: The information contained herein is not tax, legal or investment advice. Please reach out if you would like to discuss you particular circumstances. If you would like to contact us for our free guide or any other reason, please email
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Ep 62 Navigating the 2024 Tax Landscape: A Guide for Taxpayers
11/22/2023
Ep 62 Navigating the 2024 Tax Landscape: A Guide for Taxpayers
Podcast Title: Navigating the 2024 Tax Landscape: A Guide for Taxpayers There are some visual aspects of this episode that might be better suited for YouTube. If you would like to watch, here is the link: https://youtu.be/SUDo_pS0-A8 Description: Stay ahead of the curve with this insightful podcast as we delve into the key tax figures for 2024. Our expert guests will provide an in-depth analysis of the latest tax changes, deductions, and credits, empowering you to make informed decisions and minimize your tax burden. Key Topics Covered: Updated Tax Brackets and Rates: Understand how the 2024 tax brackets and rates impact your taxable income and tax liability. Standard Deduction and Exemptions: Discover the latest adjustments to the standard deduction and exemptions, and how they affect your tax savings. Credits and Deductions: Gain valuable insights into the various credits and deductions available to you, including the Child Tax Credit, Earned Income Tax Credit, and charitable deductions. Tax Planning Strategies: Learn effective tax planning strategies to optimize your tax return and maximize your after-tax income. Disclaimer: The information contained herein is not tax, legal or investment advice. Please reach out if you would like to discuss you particular circumstances. If you would like to contact us for our free guide or any other reason, please email
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Ep 61 Real Estate In An IRA Could Spell Trouble
11/14/2023
Ep 61 Real Estate In An IRA Could Spell Trouble
In this episode of the Red Barn Financial Podcast, Sean Moran explains the reasons why you might not want to put real estate in your IRA. You will find people pitching the idea of putting a real estate investment into an IRA, but there are many drawbacks from this strategy. First, real estate provides many tax beneficial treatments, but when you put them into an IRA you lose some of them. For example, you can't depreciate the property, which means you lose a valuable tax benefit. Additionally, you lose capital gain treatment, which means you pay more taxes. When you come up on RMDs or decide you want to take the investment out of the IRA it becomes quite difficult and leaving it as a legacy later on is leaving a big tax bill that could have been avoided. Here are things to consider before investing in real estate within your IRA and why you may not want to do this. Looking for a financial advisor? Schedule time with Sean Moran, MST - Financial Advisor at Red Barn Financial. Learn More at Disclaimer: This podcast is not tax, legal or investment advice. Everyone's situation is different. Consult your financial advisor prior to making any major financial decision. Looking for a financial advisor? Schedule time with Sean Moran, MST - Financial Advisor at Red Barn Financial. Learn More at or schedule a meeting at Calendly.com/spmoran
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Ep. 60 - Knowing This Rule When Trading Stocks Can Save You Taxes
11/07/2023
Ep. 60 - Knowing This Rule When Trading Stocks Can Save You Taxes
Ep. 60 - Knowing This Rule When Trading Stocks Can Save You Taxes. There is a rule known as the wash sale rule under IRS Code Section 1091 that essentially will prevent you from taking a loss on the sale of a stock if you buy the same stock or security back in a short period of time. This time period is 30 days prior to the loss sale and 30 days after the loss sale. So adding the day of the sale that means 61 days. For example if you bought stock worth $10,000 and you sold it later for $9,000, you would have a $1,000 loss. Let's assume 20 days later you see that the stock looks like a good deal again and you go ahead and buy it at $8,000. Because you weren't without the stock for 30 days after the sale, you can't take the loss. Similarly, let's assume you buy a stock for $100. You then find that it is a bit cheaper at $98 so you buy another share for $98. You then see it go down to $95 twenty days later and you get scared so you sell off one share and keep the other share. You can't take the loss, because you bought more before the sale within 30 days. When you don't get to take the loss, you don't lose it forever, you just have to add the loss to the cost of the held share. In my first example, the second purchase was for $8,000 but you had a loss on the sale of $1,000, so your basis in the shares is $9,000 rather than $8,000. That means you would have a loss if you sell those shares for less than $9,000 and wait at least 30 days more. If you would like to know more about this topic or speak to someone at Red Barn Financial, you can contact us at 615-619-6919 or at Disclaimer: The information provided in the Red Barn Financial Podcast is not tax, legal or investment advice. Every person's situation is different and you should consult your advisors before making any financial decision.
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Ep. 59 Year End Planning - Make the Most of Capital Gains and Losses
11/01/2023
Ep. 59 Year End Planning - Make the Most of Capital Gains and Losses
Ep. 59 Year End Planning - Make the Most of Capital Gains and Losses In this episode of the Red Barn Financial Podcast, we will talk about how to minimize your taxes by taking advantage of capital gain and loss planning. We will talk about what the differences are between short term gains and losses versus long term capital gains and losses. I will explain the netting rules and how each are taxed. I will share with you how to use capital gains to offset capital losses and how to avoid wash sale rules that could prevent you from deducting your capital losses. If you have questions about this strategy or other financial planning topics, please reach out. Contact Sean Moran at [email protected] call 615-619-6919 or learn more at www.redbarnfinancial.com Disclaimer: Information provided in this podcast are not tax, legal or financial advice.
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Ep. 58 Mid October Economic Update
10/20/2023
Ep. 58 Mid October Economic Update
The September retail numbers are in and they came in hotter than expected. What might this mean for our economy and for inflation? What factors might shape the upcoming quarter and spill over into next year. We will share this with you in this episode of the Red Barn Financial Podcast. If you have questions about this strategy or other financial planning topics, please reach out. Contact Sean Moran at [email protected] call 615-619-6919 or learn more at Disclaimer: The information in this podcast is not tax, legal or financial advice. Before making any financial decision, please consult your financial advisor. Don't have a financial advisor? Give us a call.
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Ep. 57 The Power of the Health Savings Account - Triple Tax Benefits
10/12/2023
Ep. 57 The Power of the Health Savings Account - Triple Tax Benefits
Ep. 57 The Power of the Health Savings Account - Triple Tax Benefits In this episode of the Red Barn Financial podcast we talk about the power and benefits of Health Savings Accounts or HSAs. They provide unique tax benefits: You get a tax deduction for the contribution if you qualify for an HSA The money grows tax deferred If you take it out for qualified medical purposes it is never taxed If you have questions about this strategy or other financial planning topics, please reach out. Contact Sean Moran at [email protected] call 615-619-6919 or learn more at Disclaimer - The information provided is for educational purposes only and is not tax, legal or financial advice.
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Ep. 56 Top Five Reasons People Stay Poor
10/03/2023
Ep. 56 Top Five Reasons People Stay Poor
In this episode of the Red Barn Financial Podcast I speak about the top 5 reasons people stay poor. While people can fall on hard times, it's all too often the habits and the things we are doing that keep us poor. If we make adjustments to these things, there is no reason that you can't be successful, at least in the US or another free country. If you have questions about this strategy or other financial planning topics, please reach out. Contact Sean Moran at [email protected] call 615-619-6919 or learn more at www.redbarnfinancial.com
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Ep. 55 Helping One Million Plus Entrepreneurs with Jim Morris
09/19/2023
Ep. 55 Helping One Million Plus Entrepreneurs with Jim Morris
Ep. 55 Helping One Million Plus Entrepreneurs with Jim Morris In this interview Jim shares how we wants to help 1,100,100 entrepreneurs. He plans to do this through Impact Events, his company that helps entrepreneurs through conferences and coaching. If you want to join his October event find it here: Use Promo Code ML33 for a nice discount. If you have questions about this strategy or other financial planning topics, please reach out. Contact Sean Moran at [email protected] call 615-619-6919 or learn more at Disclaimer: The information shared on the Red Barn Financial podcast is not tax, legal or financial advice. Any financial decision should be made after consulting a financial advisor. Red Barn Financial has no affliliation with Jim Morris, nor his ventures, we are simply sharing his information for those why might be interested. Nothing in this interview should be construed as an endorsement. Red Barn Financial does not earn anything from sharing Jim's information
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Special Episode - Commemorating September 11, 2001
09/12/2023
Special Episode - Commemorating September 11, 2001
Today I want to take a moment and commemorate September 11th 2001. Please take the time to share this story with your young children. It's so important for them to know how fortunate we are to live in a free country and that this can be taken from us at any time. Disclaimer: The information on the Red Barn Financial podcast is not tax, legal or investment advice. Prior to making any important financial decisions, it is important to consult a financial advisor.
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Ep. 54 How to Make Money on a Stock Without Buying it!
09/11/2023
Ep. 54 How to Make Money on a Stock Without Buying it!
Ep. 54 How to Make Money on a Stock Without Buying it! If you would like to see the visual calculation, check out Red Barn Financial TV on YouTube. In this video I share the power of making money on a stock even if you don't end up buying it. Like any strategy, stock options can be a risk, but there are ways to mitigate that risk. If you have questions about this strategy or other financial planning topics, please reach out. Contact Sean Moran at call 615-619-6919 or learn more at Disclaimer: The information on the Red Barn Financial podcast is not tax, legal or investment advice. Prior to making any important financial decisions, it is important to consult a financial advisor.
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Ep. 53 - Why Your Children's Inheritance Shouldn't Drive Your Retirement
09/04/2023
Ep. 53 - Why Your Children's Inheritance Shouldn't Drive Your Retirement
Ep. 53 - Why Your Children's Inheritance Shouldn't Drive Your Retirement Thank you to Mary who commented on my YouTube video saying "Your kids would rather inherit the 401k, they don’t get squat of your pension." Thank you I respond to that question explaining that while I understand the comment and Mary can be correct, it could cost you more by not having a pension. The ideal retirement would have both, but a pension or a guaranteed income stream is really important. If you want to see the visuals, check out the YouTube version of this podcast. We here at Red Barn Financial can help you choose the best solutions for you. Reach out at or call or email us at 615-619-6919 and respectively. Disclaimer: The information on the Red Barn Financial podcast is not tax, legal or investment advice. Prior to making any important financial decisions, it is important to consult a financial advisor.
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Ep. 52 Level Up Your Business - An Interview with Pepper Bethel of The TPI Group
08/23/2023
Ep. 52 Level Up Your Business - An Interview with Pepper Bethel of The TPI Group
Ep. 52 Level Up Your Business - An Interview with Pepper Bethel of The TPI Group Pepper is a veteran of the US Navy and is the Director of Operations at TPI Group. Founded in 1994, TPI Group is one of the largest accounting, financial advisory and business development firms in the DC Metro area. We offer a progressive and holistic approach by serving individuals, families and business owners with tax-efficient strategies tax advice, as well as safe and secure financial planning options. With long-standing ties to the DMV community, we are your trusted single point of contact for all your personal and professional accounting, financial, and business needs. Our highly skilled team of Certified Public Accountants, IRS Enrolled Agents, Tax Attorneys, Financial Advisors and Business Consultants provide legal advice and serve our clients in the areas of tax preparation, tax planning, financial planning, business accounting, business planning, debt counseling, bookkeeping and estate planning. If you would like to connect with Sean Moran feel free to reach out via the following avenues: Phone: 615-619-6919 Email: Web: Disclaimer: The information on the Red Barn Financial podcast is not tax, legal or investment advice. Prior to making any important financial decisions, it is important to consult a financial advisor.
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Ep. 51 - What Does A Financial Advisor Actually Do?
08/15/2023
Ep. 51 - What Does A Financial Advisor Actually Do?
Ep. 51 - What Does A Financial Advisor Actually Do? In this episode of the Red Barn Financial Podcast, Sean Moran talks about things you should expect your financial advisor to do. Gone are the days of an advisor just holding your money and trying to grow it. You should expect more. If your advisor isn't making the cut, you should look for a new one. We would be happy to interview for the position. Learn more at or schedule a consultation at Calendly.com/spmoran or by emailing Sean at Disclaimer: The information on the Red Barn Financial podcast is not tax, legal or investment advice. Prior to making any important financial decisions, it is important to consult a financial advisor.
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Ep. 50 - The Benefits of Hiring Your Children to Work for Your Company
08/08/2023
Ep. 50 - The Benefits of Hiring Your Children to Work for Your Company
Ep. 50 - The Benefits of Hiring Your Children to Work for Your Company Should you hire your children to work for your business? There are a lot of great reasons to do so. You need to follow the rules and make sure you are paying your children a fair amount for a value added service to your business. If that's the case, then it could save taxes for you and set your child up for future financial success on top of teaching them valuable life skills. Disclaimer: The information on the Red Barn Financial podcast is not tax, legal or investment advice. Prior to making any important financial decisions, it is important to consult a financial advisor. If you would like to speak to us about the potential to become a client please contact Sean Moran at 615-619-6919 or via email at To learn more about Red Barn Financial visit redbarnfinancial.com
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