Brendan Sheehan, MSFP, CFP®
Is Now the Right Time to Get Out of the Market?
Brendan responds to a trending question, “How do I time the market?”
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Brendan Sheehan, MSFP, CFP®
- Sep 19
When to Make Big Purchases for the Best Discount
Ready to make a major purchase? One way to get a significant discount on big-ticket items is to time your purchase right.
Brendan Sheehan, MSFP, CFP®
- Sep 16
What We Know About Student Loan Debt Relief (So Far)
In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.
Brendan Sheehan, MSFP, CFP®
- Sep 5
The Benefits of Early Tax Planning
When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.
Brendan Sheehan, MSFP, CFP®
- Aug 31
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 22
Year-End Checklist for Maximizing Your Total Compensation
People don’t always put a lot of thought into their employee benefits beyond their health plan but other perks can add up to big savings.
Brendan Sheehan, MSFP, CFP®
- Aug 19
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.
Brendan Sheehan, MSFP, CFP®
- Aug 8
How to Prevent Theft and Losses Due to Burglaries
Burglaries and theft are an unfortunate reality, but there are things you can do to protect yourself and reduce the risk of it happening.
Brandon Cardarelli
- Aug 5
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 21
Waymark Wealth Featured on MoneyGeek
Check out our featured articles with MoneyGeek on auto insurance, life insurance, and cash advance credit cards.
Brendan Sheehan, MSFP, CFP®
- Jul 18
How Secure Are Your Passwords?
Your password is likely the weakest link between you and hackers. Use these strategies to create strong passwords and keep them secure.
Brendan Sheehan, MSFP, CFP®
- Jul 1
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
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 21
Flying Solo in Retirement: 6 Financial Strategies for Women
More women than ever are living independently. Here’s what every woman should know when flying solo into retirement.
Brendan Sheehan, MSFP, CFP®
- Jun 20
Digital Estate Planning: 5 Steps to Protect Your Digital Assets
Estate planning doesn’t end with your will. You should make sure there is a plan in place for your digital assets, also.
Brendan Sheehan, MSFP, CFP®
- Jun 10
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®
- Jun 6
Parents’ Guide to Financial Aid: Scholarships, Grants, and Student Loans
Scholarships, grants, and other financial aid are often available to help pay for college costs - if you know where to look.
Brendan Sheehan, MSFP, CFP®
- May 20
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 16
6 Tips to Avoid Overspending on Your Summer Vacation
Overspending on summer vacation can hurt your wallet long after your holiday is over. These six tips can help you stay in budget.
Brendan Sheehan, MSFP, CFP®
- May 13
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.
Brendan Sheehan, MSFP, CFP®
- May 2
5 Steps to Protect Your Finances from Cognitive Decline
Cognitive decline can interfere with our ability to make sound financial decisions so it’s important to put a plan in place in advance.
Brendan Sheehan, MSFP, CFP®
- Apr 29
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 25
Pet Ownership Can Be Costly But the Benefits Are Priceless
Owning a pet can bring you much enjoyment and may even have health benefits, but consider the expenses before you make the commitment.
Brendan Sheehan, MSFP, CFP®
- Apr 15
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®
- Apr 11
Understanding Special Needs Trusts
If you have a disabled loved one, a special needs trust can give them access to additional assets without losing their benefits.
Brendan Sheehan, MSFP, CFP®
- Apr 1
Roth IRA vs Traditional IRA 2022 Explained
Brendan discusses the differences between Roth and traditional IRAs and what investors should know about each type of account.
Brendan Sheehan, MSFP, CFP®
- Mar 21
Choosing a Caregiver When Family Isn’t an Option
Choosing a caregiver for a loved one is a daunting task that will likely have you navigating unfamiliar waters.
Brendan Sheehan, MSFP, CFP®
- Mar 18
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.
Brendan Sheehan, MSFP, CFP®
- Mar 7
Debunking 7 Common Retirement Myths
These common retirement myths can lead to confusion and costly mistakes. Get the truth about them here.
Brendan Sheehan, MSFP, CFP®
- Mar 4
Demystifying Required Minimum Distributions (RMDs)
Brendan demystifies the tables for calculating RMDs and answers common questions about retirement account distributions.
Brendan Sheehan, MSFP, CFP®
- Feb 21
10 Home Improvements That May Increase Your Home’s Value
Before you spend money on renovations, consider whether they will add value to your home. Here are 10 home improvements that should.
Brendan Sheehan, MSFP, CFP®
- Feb 10
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?
Brendan Sheehan, MSFP, CFP®
- Jan 21
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.
Brendan Sheehan, MSFP, CFP®
- Jan 7
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®
- Jan 3
What You Need to Know About Insurance When You Marry Later in Life
When you get married later in life, it’s especially important to be sure you have the right insurance coverage to protect your loved ones.
Brendan Sheehan, MSFP, CFP®
- Dec 20, 2021
7 Ideas for What to Do with Your Raise or Bonus
Is it time for your annual raise or bonus distribution? Be sure you don’t miss out on any opportunities by considering these 7 tips.
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 6, 2021
8 Financial Health Tips for 2022
The end of the year is the perfect time to take inventory of your financial health and to create a plan for the coming year.
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.
Brendan Sheehan, MSFP, CFP®
- Nov 22, 2021
5 Ways to Stay Active This Winter
There’s no question that being active—both mentally and physically—is important year-round, but in the wintertime, it’s even more critical.
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.
Brendan Sheehan, MSFP, CFP®
- Oct 18, 2021
Practical Ways to Support Local Small Businesses
Here are some of the benefits of shopping locally and ideas for how you can support small businesses in your area.
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.
Brendan Sheehan, MSFP, CFP®
- Sep 27, 2021
How to Budget for the Holidays
At the holidays, it’s natural to want to treat yourself and your loved ones, but you still need to be careful so you don’t blow your budget.
Brendan Sheehan, MSFP, CFP®
- Sep 20, 2021
How to Make Charitable Giving a Family Affair
Donating to a charitable cause is a selfless gesture, but it has far-reaching benefits.
Brendan Sheehan, MSFP, CFP®
- Sep 6, 2021
Year-End Money Moves to Start Planning Now
When it comes to savings, insurance, retirement planning, taxes, and more, decisions you make before year’s end can affect you long-term.
Brendan Sheehan, MSFP, CFP®
- Aug 23, 2021
Life Skills College Students Should Know Before Leaving Home
Before you send your young adult off to college for the first time, make sure they have a handle on these nine life skills.
Brendan Sheehan, MSFP, CFP®
- Aug 9, 2021
Factors to Consider When Buying Life Insurance
It’s important to be aware of what factors to consider when purchasing life insurance so that you have adequate coverage.
Brendan Sheehan, MSFP, CFP®
- Jul 19, 2021
5 Things to Consider Before Buying a Vacation Home
Buying a vacation home can have many unexpected implications on your finances and time. Consider these points before making your purchase.