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Shane and Shane Coffee Talk
Shane and Shane Coffee Talk
Author: Shane and Shane
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© 2023
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Shane Eighme and Shane Swearingen comprise the partnership of Shane & Shane Financial. Collectively their success in the Financial Services industry has encompassed 25+ years. They have identified a need in the marketplace for their specialized and focused services in Retirement Income Planning, Annuities and Life Insurance Products.
19 Episodes
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Tune in as Shane Eighme and Shane Swearingen discuss what higher interest rates mean for savers, investors, and those seeking income. The FOMC has raised interest rates 11 times in the past year and a half! Shane and Shane are here to show how this double-edged sword could be both detrimental and helpful at the same time for someone retiring or working toward retirement. To get a more personal review on how these interest rates could hurt or help you, contact Shane Eighme at (614) 787-2027 or Shane Swearingen at (614) 570-9766 or visit the website at https://shaneandshanefinancial.com/.
The #endoftheyear is coming. Deadlines loom for some strategic financial moves. Shane Eighme and Shane Swearingen from Shane and Shane Financial helps resolve confusion with taxes, account changes, and many more tips for your financial progress as we quickly move toward the end of 2023. For more information, and personalized planning tips and strategies, contact Shane Swearingen at (614) 570-9766 or Shane Eighme at (614) 787-2027 or visit the website at https://shaneandshanefinancial.com/.
On this episode of Financial Coffee Talk, Shane Swearingen and Shane Eighme discuss the 8 important moments you should consider making changes with your money. Not all of these are big changes, but all of these 8 moments are important to recognize as opportunities to improve your financial outcome. Shane and Shane dive deep into each of the 8 moments to help provide a better understanding of the opportunities you have to improve your financial and retirement future. If you have reached any of these 8 benchmarks, milestones, or areas of concern make sure to contact Shane Swearingen at (614) 570-9766 and visit the website at https://shaneandshanefinancial.com/.
Find out what has been going on with the markets, investments, and retirement accounts at Shane and Shane Financial. Shane and Shane Financial have been consistently helping their clients with the big #tdameritrade and #Shwab transition. There are some year-end opportunities to look over for proactive investors, and the time to start planning is now! For more information about Shane and Shane Financial visit https://shaneandshanefinancial.com/ or give Shane Eighme a call at (614) 787-2027 or give Shane Swearingen a call at (614) 570-9766.
Taxes are the biggest expense between making money and keeping it, so taxes should be managed proactively too. On this episode, we will discuss Roth strategies as a means of controlling the expense of taxation on your wealth and discuss some specifics on the opportunity to take advantage and maximize your Roth balance. For Information contact Shane Swearingen with Shane and Shane Financial at (614) 570-9766 and visit the website at https://shaneandshanefinancial.com/.
We have been taught that taking risks is a necessary part of making financial progress. Why? What is risk? How much you should be taking? How can risk be identified or quantified? What are the benefits, payoffs, potential drawbacks or dangers, and what is the true necessity of taking risk? We will discuss...risk, safe money strategies, pros and cons, striking a proper balance of risk and safety, and managing market volatility. For more information contact Shane Swearingen at (614) 570-9766 and visit the website at https://shaneandshanefinancial.com/.
Shane Eighme discusses how Shane and Shane Financial separates themselves from big box brokers and advisors, providing boutique services for high net-worth clients. Enjoy and find the archive of episodes of Shane and Shane Coffee Talk at https://shaneandshanefinancial.com. If you have any questions contact Shane Eighme at (614) 787-2027 or Shane Swearingen at (614) 570-9766.
When retiring there are many issues you face and risks you will continue to address. In this episode, Shane Swearingen and Shane Eighme discuss the 6 most important issues your plan must specifically address when retiring. Income, Taxes, and Healthcare are a few of the big ones. Tune in for this week's new edition of Shane And Shane's Financial Coffee Talk, contact Shane Swearingen at (614) 570-9766 and Shane Eighme at (614) 787-2027, and visit the website at https://shaneandshanefinancial.com/.
On this episode of Shane and Shane's Financial Coffee Talk, Shane Eighme and Shane Swearingen discuss the 8 important moments you should consider making changes with your money. Not all of these are big changes, but all of these 8 moments are important to recognize as opportunities to improve your financial outcome. Shane & Shane dive deep into each of the 8 moments to help provide a better understanding of the opportunities you have to improve your financial and retirement future. If you have reached any of these 8 benchmarks, milestones, or areas of concern make sure to contact Shane and Shane Financial at (614) 787-2027 or (614) 570-9766 and visit the website at https://shaneandshanefinancial.com/.
In this episode of Coffee Talk, we have a surprise guest Tom Hegna that is joining us. The author of multiple books including "Don't Worry Retire Happy" and "Pay Checks and Play Checks", Tom Hegna joins us to discuss the income planning piece of retirement and how simple it can be when broken down. We hope you enjoy this special edition to Coffee Talk. Give Shane Eighme a call at (614) 787-2027 or give Shane Swearingen a call at (614) 570-9766 and visit https://shaneandshanefinancial.com/
In this video, Shane and Shane Financial covers recent updates from the Social Security Administration Board of Trustees detailing problems with the underfunded Trust Fund, everything you need to know about making up for Social Security's shortfall with your retirement tools and 401K. It's important to understand how to maximize your benefits, maximize your nest egg, and minimize your taxes. Shane and Shane Financial also discuss common mistakes to avoid while providing practical tips for managing your retirement portfolio. For more information from Shane and Shane Financial , visit www.ShaneAndShaneFinancial.com or give them a call at (614) 787-2027 / (614) 570-9766 to schedule a consultation today. Don't leave your retirement to chance – trust the specialist at Shane and Shane Financial to help you plan for a secure and comfortable future.
Most Americans dread tax season every year. Proactive planners, however, understand that they are managing their taxes and may even start to look forward to it. Shane Eighme and Shane Swearingen of Shane and Shane Financial help you take control of your taxes and financial future. In this video, Shane and Shane share their insights on strategies for reducing your tax burden, maximizing deductions, and planning for the long term. They cover everything from income, investments, retirement planning, and estate planning and explain how to make the most of your investments and assets. Shane and Shane are trusted advisors who help clients achieve financial security and peace of mind. Don't let taxes stress you out. Be proactive! Let Shane and Shane show you how to take charge of your finances. To learn more about Shane Eighme and Shane Swearingen and their services, visit www.ShaneAndShaneFinancial.com or call (614) 787-2027 and (614) 570-9766 to schedule a consultation today.
In this must-see video, financial advisors Shane Swearingen and Shane Eighme share their tips and strategies for achieving a secure retirement future. With changing economic conditions and increasing life expectancies, retirement planning has become more complex than ever. Shane and Shane bring their wealth of experience and knowledge to help viewers navigate this landscape and make informed decisions about their financial future. They discuss a range of topics, including investment strategies, tax planning, social security optimization, and more, all with the goal of helping viewers achieve their retirement goals. Whether you are just starting to plan for retirement or need to adjust your existing plan, Shane Swearingen and Shane Eighme can provide the guidance and support you need to succeed. Contact them at (614) 570-9766 or (614) 787-2027 or visit their website ShaneAndShaneFinancial.com to learn more.
With the collapse of Silicon Valley Bank Shane and Shane from Shane and Shane Financial wanted to be sure to get an update out to keep you informed of what has happened, why it happened, and how it may affect you and the markets in the coming weeks and months.
When planning for retirement there are many essential steps for confidence, to make the most and keep the most of your money. Shane Eightme and Shane Swearingen assist while planning for, and living in retirement's different phases. Shane and Shane understand everyone's situation is different: different wealth, different income, different tax brackets, and very individual goals. For more information contact Shane Eighme at (614) 787-2027 and Shane Swearingen at (614) 570-9766 and visit the website ShaneAndShaneFinancial.com
Shane Swearingen and Shane Eighme of Shane and Shane Financial discuss the risk that will play a factor when considering the plans and goals you have with your money. Investment Risk exposure is just one of several high level concerns to consider. 2022 had high volatility and turbulent markets. For some this is acceptable, but for many talking a great deal of risk may not be necessary or appropriate. Shane and Shane discuss options for both. For more information contact Shane and Shane Financial at (888) 300-3811 or visit www.ShaneAndShaneFinancial.com.
Tune in as Shane Eighme and Shane Swearingen, from Shane and Shane Financial discuss strategically completing your plan for retirement. Shane and Shane know how stressful retirement can be, especially if you don't have a plan, or even know where to start. If you have any concerns, doubts, or worries about the outlook of your financial future, and you want to improve your financial confidence, give Shane and Shane a call at (888) 300-3811. For more information visit the website ShaneAndShaneFinancial.com. We hope you enjoyed another edition of Shane and Shane's Financial Coffee Talk.
The Real Benefits of a Financial Advisor - What are the benefits of working with a financial advisor? Having knowledgeable perspective is helpful in many areas of life, and facing challenges with experienced guidance gives us an advantage. In the financial world, confidence in being ready for retirement, maximizing savings opportunities, identifying blindspots, and even children's college funding can all be improved with the help of an advisor. Having an advisor can be essential as we transition the stages of our financial progress, avoiding mistakes, or even just to double check we are on the right path. A genuine advisor is a trustworthy professional that will identify your goals and handle your financial portfolio with care to help you achieve them. We hope you enjoyed another edition of Shane and Shane Financial's "Coffee Talk". (888) 300-3811 or online at shaneandshanefinancial.com
Are Two Advisors Better Than One? - An introduction to Shane and Shane Financial: Shane Eighme and Shane Swearingen comprise the partnership of Shane & Shane Financial. Collectively their success in the Financial Services industry has encompassed 25+ years. They have identified a need in the marketplace for their specialized and focused services in Retirement Income Planning, Annuities, and Life Insurance Products. Tune in and subscribe to the Shane and Shane "Coffee Talk" podcast for insightful planning guidance.





















