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Navigating College Costs: What Every Parent Needs to Know About Federal Financial Aid

Brendan Sheehan, MSFP, CFP®

May 14

Navigating College Costs: What Every Parent Needs to Know About Federal Financial Aid

Ever wondered how federal financial aid is determined? If you have a student heading to college soon, you don't want to miss this video!

Hanifa’s Journey to Becoming a Financial Advisor

Brendan Sheehan, MSFP, CFP®

Apr 16

Hanifa’s Journey to Becoming a Financial Advisor

Join us on this special episode of Coffee With Waymark, where Hanifa shares her path to becoming a financial advisor.

Trump or Biden: Which Presidency Is Better for the Stock Market?

Brendan Sheehan, MSFP, CFP®

Mar 13

Trump or Biden: Which Presidency Is Better for the Stock Market?

Join Brendan on Coffee with Waymark as he dives into the data to uncover surprising trends in market performance under different...

Brandon’s Journey to Becoming a CERTIFIED FINANCIAL PLANNER™ Professional

Brendan Sheehan, MSFP, CFP®

Nov 15, 2023

Brandon’s Journey to Becoming a CERTIFIED FINANCIAL PLANNER™ Professional

Brandon discusses his journey toward becoming a CFP® professional, outlining the work, the ethics, and the aha moments along the way.

It’s Open Enrollment Time Some Tips to Maximize Your Workplace Benefits

Brendan Sheehan, MSFP, CFP®

Oct 10, 2023

It’s Open Enrollment Time Some Tips to Maximize Your Workplace Benefits

Brendan spills the beans on how you can save big with your employer benefits.

Brendan Sheehan, MSFP, CFP®

Sep 7, 2023

How to Make Your Cash Work Harder

Brendan discusses several ways to earn more interest on the cash you keep in your checking or savings account.

What Waymark Can Do for You in August, 2023

Brendan Sheehan, MSFP, CFP®

Aug 3, 2023

What Waymark Can Do for You in August, 2023

This month in our What Waymark Can Do for You video series, Brendan compares UTMA and 529 accounts.

Gear Up for Football Season with Waymark and Nick 'Fitzy' Stevens!

Brendan Sheehan, MSFP, CFP®

Jul 24, 2023

Gear Up for Football Season with Waymark and Nick 'Fitzy' Stevens!

Catch our latest Coffee with Waymark, where Hanifa shares the details of our upcoming “Fantasy Football Draft & Draught Party."

What Waymark Can Do for You in July 2023

Brendan Sheehan, MSFP, CFP®

Jul 10, 2023

What Waymark Can Do for You in July 2023

As people gather with family and venture on travels, it's an ideal time to revisit beneficiary designations.

What You Need to Know About ESG/Woke Investing

Brendan Sheehan, MSFP, CFP®

Jun 13, 2023

What You Need to Know About ESG/Woke Investing

Brendan delves into the increasingly controversial concept of ESG (Environmental, Social, Governance) investing.

What Waymark Can Do for You in June 2023

Brendan Sheehan, MSFP, CFP®

Jun 1, 2023

What Waymark Can Do for You in June 2023

Brendan talks about how Waymark can help you explore financing options and make informed decisions about home improvement projects.

The Debt Ceiling and Its Impact on the US Economy

Brendan Sheehan, MSFP, CFP®

May 8, 2023

The Debt Ceiling and Its Impact on the US Economy

Brendan discusses the debt ceiling, its history, and its impact on the US economy.

How to Maximize Your Social Security Benefits

Brendan Sheehan, MSFP, CFP®

Apr 27, 2023

How to Maximize Your Social Security Benefits

Brendan discusses the crucial topic of when to take Social Security, focusing on what influences the decision based on your birth year.

What Waymark Can Do for You in April, 2023

Brendan Sheehan, MSFP, CFP®

Mar 30, 2023

What Waymark Can Do for You in April, 2023

Waymark can review your filed tax return with you to break down your taxes in a way that makes it easier to understand.

Brendan Sheehan, MSFP, CFP®

Mar 27, 2023

Get to Know Brendan

On this Coffee with Brendan, the tables are turned and Brandon interviews Brendan!

Brendan Sheehan, MSFP, CFP®

Feb 28, 2023

How Can Waymark Help You in March 2023?

Preparing for tax time can be a daunting task, so let Waymark help make your tax preparation easier.

Brendan Sheehan, MSFP, CFP®

Feb 24, 2023

Get to Know Brandon

Most of you already know Brandon quite well, but he’s still got a few surprises up his sleeve! Watch his interview to learn more about him.

Brendan Sheehan, MSFP, CFP®

Feb 7, 2023

Get to Know Hanifa

Watch Hanifa’s interview with Brendan and learn everything from her professional background to which TV shows she’s currently binge-watching

Brendan Sheehan, MSFP, CFP®

Jan 26, 2023

LPL’s 2023 Market Forecast

Brendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.

Brendan Sheehan, MSFP, CFP®

Dec 28, 2022

New Year’s Resolutions: WDYWFY?!

It’s New Year’s resolution time, and Brendan has a unique way of choosing them called WDYWFY, aka “What Do You Want For Yourself?"

Brendan Sheehan, MSFP, CFP®

Dec 2, 2022

Why Do December 13th & 14th Matter?

The next time the Fed will decide on interest rates is December 14, 2022. What they do will likely have a significant effect on the market.

A Refresher and Update on Series I Bonds

Brendan Sheehan, MSFP, CFP®

Nov 18, 2022

A Refresher and Update on Series I Bonds

Brendan reviews how I Bonds work, what they’re currently paying, and why they’re still a relatively attractive investment vehicle.

Revisiting 2022: Are You Smarter Than a Fifth Grader?

Brendan Sheehan, MSFP, CFP®

Oct 28, 2022

Revisiting 2022: Are You Smarter Than a Fifth Grader?

Once you understand this simple mathematical concept it becomes obvious why staying invested has historically been a good move.

Brendan Sheehan, MSFP, CFP®

Oct 14, 2022

A Tale of Two Wolves

When we spend much of our time consuming that negative news, it begins to affect our mood and our emotions.

Is Now the Right Time to Get Out of the Market?

Brendan Sheehan, MSFP, CFP®

Sep 30, 2022

Is Now the Right Time to Get Out of the Market?

Brendan responds to a trending question, “How do I time the market?”

3 Reasons for the Recent Market Recovery

Brendan Sheehan, MSFP, CFP®

Aug 31, 2022

3 Reasons for the Recent Market Recovery

The stock market steadily declined during the first half of this year, but in the last couple of months, it has bounced back a bit. In this

Brendan Sheehan, MSFP, CFP®

Aug 19, 2022

Turn a Summer Job into Roth IRA Savings

Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.

Tips for Having a Magical Time at Disney

Brandon Cardarelli

Aug 5, 2022

Tips for Having a Magical Time at Disney

Planning a trip to Disney soon? It’s the world’s most magical place, but if you don’t go prepared, you’ll spend your vacation fighting...

Brendan Sheehan, MSFP, CFP®

Jul 1, 2022

What is a Recession?

In this episode of Coffee with Brendan, he explains how inflation can lead to a recession and what you can expect if we do experience one.

Brendan Sheehan, MSFP, CFP®

Jun 24, 2022

Is It Time to Invest in Gold?

Brendan takes a look at the history of gold and its usefulness as an investment, especially as it compares with stocks and bonds.

Brendan Sheehan, MSFP, CFP®

Jun 10, 2022

A History Lesson on Bear Markets

The markets continue to be extremely volatile, making many people uneasy. Brendan helps you put this market in perspective.

Brendan Sheehan, MSFP, CFP®

May 20, 2022

A Pep Talk About Today's Market

In spite of mostly better-than-expected corporate earnings in Q1, the market just doesn’t seem to be paying attention.

Brendan Sheehan, MSFP, CFP®

May 13, 2022

Tips for Buying a Car in 2022

In this video, Brendan shares tips about getting the most for your trade-in and coming out with a good deal on a new car.

Playing Offense Instead of Defense: Series I Bonds

Brendan Sheehan, MSFP, CFP®

Apr 29, 2022

Playing Offense Instead of Defense: Series I Bonds

Learn about the benefits and drawbacks of Series I Bonds which are issued through the US government.

Brendan Sheehan, MSFP, CFP®

Apr 15, 2022

The Fed, Inflation, and Economics 101

The Fed recently increased interest rates to combat rising inflation. But how exactly does that work?

Brendan Sheehan, MSFP, CFP®

Mar 18, 2022

2022 Tax Law Changes

There were only a few major tax law changes for 2022, but there’s a good chance you may be affected by them.

Demystifying Required Minimum Distributions (RMDs)

Brendan Sheehan, MSFP, CFP®

Mar 4, 2022

Demystifying Required Minimum Distributions (RMDs)

Brendan demystifies the tables for calculating RMDs and answers common questions about retirement account distributions.

Playing Offense Instead of Defense When the Market Drops | Waymark Wealth Management

Brendan Sheehan, MSFP, CFP®

Feb 10, 2022

Playing Offense Instead of Defense When the Market Drops | Waymark Wealth Management

When the market drops, most people think it’s time to play defense. But what if you played offense instead?

Cutting Expenses in 2022? Think About “Cutting the Cord”

Brendan Sheehan, MSFP, CFP®

Jan 21, 2022

Cutting Expenses in 2022? Think About “Cutting the Cord”

Does cutting the cord on traditional cable really save money? Brendan goes over the cost savings, pros and cons, and explores some options.

Hot Stock Tips: Our Least Favorite Topic

Brendan Sheehan, MSFP, CFP®

Jan 7, 2022

Hot Stock Tips: Our Least Favorite Topic

Brendan shares cardinal rules of playing the stock market plus where to look for public information that might gain you some insights.

Brendan Sheehan, MSFP, CFP®

Dec 17, 2021

Coffee with Brendan: Market Volatility

Looking at the history of market ups and downs illustrates the normalcy of market volatility.

Brendan Sheehan, MSFP, CFP®

Dec 3, 2021

What if You Could Save On Taxes AND Do Good?

In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.

What to Do With Your Inheritance or Bonus

Brendan Sheehan, MSFP, CFP®

Nov 4, 2021

What to Do With Your Inheritance or Bonus

Have an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.

Brendan Sheehan, MSFP, CFP®

Oct 29, 2021

Should You Worry About Inflation?

Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.

Proposed Tax Policy Revisions: What You Need to Know

Brendan Sheehan, MSFP, CFP®

Oct 13, 2021

Proposed Tax Policy Revisions: What You Need to Know

Brendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.

Cyber Insecurity – Protecting Yourself from Fraud & Identity Theft

Brendan Sheehan, MSFP, CFP®

Dec 16, 2020

Cyber Insecurity – Protecting Yourself from Fraud & Identity Theft

Learn about preventative measures to detect suspicious activity, monitor your information, and defend against identity theft.

Brendan Sheehan, MSFP, CFP®

Nov 30, 2020

Savvy Living During Covid

Learn how to stay motivated throughout these uncertain times and live better now and on the other side of the pandemic.

When‌ ‌to‌ ‌or‌ ‌Not‌ ‌to‌ ‌Refinance‌ ‌Your‌ ‌Mortgage‌

Brendan Sheehan, MSFP, CFP®

Nov 2, 2020

When‌ ‌to‌ ‌or‌ ‌Not‌ ‌to‌ ‌Refinance‌ ‌Your‌ ‌Mortgage‌

In this video, guest speaker and Senior Mortgage Advisor Rachel Pierce talks about when it makes sense to refinance.

How to Prepare for an Unexpected Market Drop

Brendan Sheehan, MSFP, CFP®

Sep 23, 2020

How to Prepare for an Unexpected Market Drop

In our video, How to Prepare for an Unexpected Market Drop, we talk about how to avoid reacting emotionally and start thinking rationally wh

How Trump, Biden, and COVID-19 May Affect Your Investment Portfolio

Brendan Sheehan, MSFP, CFP®

May 26, 2020

How Trump, Biden, and COVID-19 May Affect Your Investment Portfolio

Guest speaker, Stuart J. Sweet talks about how the COVID-19 pandemic and the upcoming presidential election may impact your finances.

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Discover the Waymark Way
with Wealth Building Videos

Stay In The Know With Our Wealth Compass Newsletter

Get in Touch

Quick Links

Discover the Waymark Way with Wealth Building Videos

Stay In The Know With Our Wealth Compass Newsletter

Get in Touch

Quick Links

Discover the Waymark Way
with Wealth Building Videos