Brendan Sheehan, MSFP, CFP®
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.
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Brendan Sheehan, MSFP, CFP®
- Oct 10
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
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.
Brendan Sheehan, MSFP, CFP®
- Aug 3
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.
Brendan Sheehan, MSFP, CFP®
- Jul 24
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."
Brendan Sheehan, MSFP, CFP®
- Jul 10
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.
Brendan Sheehan, MSFP, CFP®
- Jun 13
What You Need to Know About ESG/Woke Investing
Brendan delves into the increasingly controversial concept of ESG (Environmental, Social, Governance) investing.
Brendan Sheehan, MSFP, CFP®
- Jun 1
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.
Brendan Sheehan, MSFP, CFP®
- May 8
The Debt Ceiling and Its Impact on the US Economy
Brendan discusses the debt ceiling, its history, and its impact on the US economy.
Brendan Sheehan, MSFP, CFP®
- Apr 27
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.
Brendan Sheehan, MSFP, CFP®
- Mar 30
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
Get to Know Brendan
On this Coffee with Brendan, the tables are turned and Brandon interviews Brendan!
Brendan Sheehan, MSFP, CFP®
- Feb 28
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
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
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
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.
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.
Brendan Sheehan, MSFP, CFP®
- Oct 28, 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.
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?”
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.
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.
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.
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.
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?
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.
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.
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 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®
- 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.
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.
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
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.
Brendan Sheehan, MSFP, CFP®
- Feb 13, 2020
An Introduction to Socially Responsible Investing
In the video, An Introduction to Socially Responsible Investing, we talk about what socially responsible investing is and what it isn’t.
Brendan Sheehan, MSFP, CFP®
- Feb 3, 2020
Six Tips When Contemplating a Divorce
Don’t miss our latest video on several important factors everyone should consider before moving forward with a dissolution of marriage.
Brendan Sheehan, MSFP, CFP®
- Feb 3, 2020
Estate Planning 101
Watch Brendan’s latest video, Estate Planning 101, where he talks about the different types of documents and when to use them.
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