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Educational only and not individualized investment, tax, or legal advice. Registration does not create an advisor-client relationship.

Length

1 Hour

Host

Brian Sheehy

3 Retirement Blind Spots Engineers Miss

3 Retirement Blind Spots Engineers Miss

3 Retirement Blind Spots Engineers Miss

A straightforward session with 31-year veteran advisor Brian Sheehy. Learn what some pre-retirees may not know about hidden fees.

Length

15 Minutes

Host

Brian Sheehy

Register To Access The Full 15-Minute Video:

How to find the "hidden" fees inside your mutual funds (the ones that don't show on your statement)

Why the ORDER of your returns matters as much as the returns themselves

Questions to ask your advisor that reveal whether you're getting real service

The difference between 0.1% and 1.5% fees — and what it means for your retirement

Potential ways to stress-test your portfolio against market downturns

Why a market dip early in retirement could impact you differently than one later

Why a market dip early in retirement could impact you differently than one later

Meet Your Host

Meet Your Host

Brian Sheehy

Senior Investment Advisor

Senior Investment Advisor

Brian Sheehy is a Senior Investment Advisor at Maridea Wealth with over 31 years of experience helping individuals and families plan for retirement.


His approach focuses on retirement planning, investment advisory, and risk management—each tailored to meet his clients' unique goals. Brian is committed to building long-term relationships through trust, transparency, and education.


For decades, he's taught paid retirement courses at colleges throughout Chicago, where thousands of attendees have learned to navigate the transition from saving to spending.

Frequently Asked Questions

Frequently Asked Questions

How long is the video?

About 15 minutes. It covers three key concepts that could save you tens of thousands over your retirement.

Is this a sales pitch?

No. This is educational content — the same material Brian has taught in paid college courses for over 30 years. After watching, you can schedule a conversation if you'd like to discuss your specific situation, but there's no obligation.

Who is this video for?

Pre-retirees aged 55-65 who are 5-10 years from retirement, have $500K+ saved, and want to make sure they're not making costly mistakes. Engineers and analytical professionals especially appreciate Brian's detailed, data-driven approach.

What will I learn about fees?

You'll discover how to find the "hidden" fees inside your mutual funds — fees that don't show up on your statement but can cost you 1-1.5% per year on top of your advisor fee.

What is sequence of returns risk?

It's the risk that market downturns early in your retirement can permanently damage your portfolio — even if long-term returns are good. Brian explains this with a clear example showing how two people with identical average returns can have completely different outcomes.

Who is Brian Sheehy?

Brian has been a financial advisor for 31 years, working with Maridea Wealth Management in Chicago. He built his practice teaching retirement courses at colleges throughout the Chicago area, where thousands of attendees have learned from his educational approach.

What happens after I watch?

You'll have a much clearer picture of the three biggest risks facing pre-retirees. If you want to discuss how these concepts apply to your situation, you can schedule a complimentary 30-minute conversation with Brian — no pressure, no obligation.

Do I need to prepare anything before watching?

No preparation needed. However, if you'd like to follow along, you might have your most recent investment statement handy — Brian walks through how to find the internal fees in your funds.

What if I already have a financial advisor?

Many viewers already work with an advisor. This video helps you evaluate whether you're getting the service and value you deserve. The questions Brian shares can help you have a more informed conversation with your current advisor.

What if I'm not an engineer?

The concepts apply to any analytical professional approaching retirement. Engineers tend to appreciate Brian's data-driven, no-fluff approach — but so do attorneys, accountants, and anyone who prefers facts over sales pitches.

How long is the video?

About 15 minutes. It covers three key concepts that could save you tens of thousands over your retirement.

Is this a sales pitch?

No. This is educational content — the same material Brian has taught in paid college courses for over 30 years. After watching, you can schedule a conversation if you'd like to discuss your specific situation, but there's no obligation.

Who is this video for?

Pre-retirees aged 55-65 who are 5-10 years from retirement, have $500K+ saved, and want to make sure they're not making costly mistakes. Engineers and analytical professionals especially appreciate Brian's detailed, data-driven approach.

What will I learn about fees?

You'll discover how to find the "hidden" fees inside your mutual funds — fees that don't show up on your statement but can cost you 1-1.5% per year on top of your advisor fee.

What is sequence of returns risk?

It's the risk that market downturns early in your retirement can permanently damage your portfolio — even if long-term returns are good. Brian explains this with a clear example showing how two people with identical average returns can have completely different outcomes.

Who is Brian Sheehy?

Brian has been a financial advisor for 31 years, working with Maridea Wealth Management in Chicago. He built his practice teaching retirement courses at colleges throughout the Chicago area, where thousands of attendees have learned from his educational approach.

What happens after I watch?

You'll have a much clearer picture of the three biggest risks facing pre-retirees. If you want to discuss how these concepts apply to your situation, you can schedule a complimentary 30-minute conversation with Brian — no pressure, no obligation.

Do I need to prepare anything before watching?

No preparation needed. However, if you'd like to follow along, you might have your most recent investment statement handy — Brian walks through how to find the internal fees in your funds.

What if I already have a financial advisor?

Many viewers already work with an advisor. This video helps you evaluate whether you're getting the service and value you deserve. The questions Brian shares can help you have a more informed conversation with your current advisor.

What if I'm not an engineer?

The concepts apply to any analytical professional approaching retirement. Engineers tend to appreciate Brian's data-driven, no-fluff approach — but so do attorneys, accountants, and anyone who prefers facts over sales pitches.

How long is the video?

About 15 minutes. It covers three key concepts that could save you tens of thousands over your retirement.

Is this a sales pitch?

No. This is educational content — the same material Brian has taught in paid college courses for over 30 years. After watching, you can schedule a conversation if you'd like to discuss your specific situation, but there's no obligation.

Who is this video for?

Pre-retirees aged 55-65 who are 5-10 years from retirement, have $500K+ saved, and want to make sure they're not making costly mistakes. Engineers and analytical professionals especially appreciate Brian's detailed, data-driven approach.

What will I learn about fees?

You'll discover how to find the "hidden" fees inside your mutual funds — fees that don't show up on your statement but can cost you 1-1.5% per year on top of your advisor fee.

What is sequence of returns risk?

It's the risk that market downturns early in your retirement can permanently damage your portfolio — even if long-term returns are good. Brian explains this with a clear example showing how two people with identical average returns can have completely different outcomes.

Who is Brian Sheehy?

Brian has been a financial advisor for 31 years, working with Maridea Wealth Management in Chicago. He built his practice teaching retirement courses at colleges throughout the Chicago area, where thousands of attendees have learned from his educational approach.

What happens after I watch?

You'll have a much clearer picture of the three biggest risks facing pre-retirees. If you want to discuss how these concepts apply to your situation, you can schedule a complimentary 30-minute conversation with Brian — no pressure, no obligation.

Do I need to prepare anything before watching?

No preparation needed. However, if you'd like to follow along, you might have your most recent investment statement handy — Brian walks through how to find the internal fees in your funds.

What if I already have a financial advisor?

Many viewers already work with an advisor. This video helps you evaluate whether you're getting the service and value you deserve. The questions Brian shares can help you have a more informed conversation with your current advisor.

What if I'm not an engineer?

The concepts apply to any analytical professional approaching retirement. Engineers tend to appreciate Brian's data-driven, no-fluff approach — but so do attorneys, accountants, and anyone who prefers facts over sales pitches.

About Maridea

About Maridea

Maridea Wealth Management is an independent, fee-based financial advisory firm serving clients throughout the Chicago area. We specialize in retirement planning for professionals who value education over sales pitches.

Maridea Wealth Management is an independent, fee-based financial advisory firm serving clients throughout the Chicago area. We specialize in retirement planning for professionals who value education over sales pitches.

Disclaimers and Disclosures

These materials are not an offer to buy or sell any security.

  

All rights, title, and interest in and to these materials are the sole and exclusive property of Maridea Wealth Management, LLC and its subsidiaries and affiliates (collectively, “Maridea”).

 

The information within these materials is not intended to provide professional, legal, or tax advice and should not be relied upon in that regard. Additionally, there is no warranty regarding suitability, accuracy, or fitness for a particular purpose and is subject to change, may be modified, deleted, or replaced at any time in Maridea’s sole discretion.

 

While care has been taken in preparing the contents of these materials, such contents are provided to you “as is” without warranty of any kind either express or implied, and Maridea assumes no responsibility for, nor make any representations, endorsements, or warranties whatsoever in relation to the timeliness, accuracy, and completeness of any content contained herein.

 

The provision of any services or products provided by Maridea and/or its affiliates, if applicable, shall be expressly subject to the particular terms and conditions as contained in a separate written agreement. 

  

Please note that Maridea has affiliations, through common ownership with other financial service institutions and may recommend their affiliates' products and services to their clients. In no event is a client obligated to use affiliates' services or purchase products.

 

Use of third-party information: Maridea has no control over the information or accuracy obtained or disclosed in these materials from third-party sources which were believed to be reliable at the time these materials were created. Third-Party data is generally a snapshot at a particular point in time and may be updated, not updated, or removed by the third-party at any time without notice to Maridea. As a result, there is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such. Please contact Maridea if you require further information respecting the information provided by third-party sources prior to making any investment decisions. 

 

Projected Performance: This material may contain projected statements of performance, which may include projections, illustrative scenarios, forward-looking, and hypothetical outcomes. Statements of projected performance are based on current expectations, estimates, and assumptions that may include such terms as “may,” “will,” “should,” “expect,” “believe,” “anticipate,” “target,” “project,” “estimate,” “forecast,” “intend,” or similar expressions. These statements are subject to various risks, uncertainties, and assumptions, and not a guarantee of any future or likely performance. Actual outcomes may differ materially from those expressed or implied in any statements of projected performance.

 

Past performance is not a guarantee of future results.

 

Maridea Wealth Management, LLC (“Maridea”), is an SEC registered investment adviser also doing business as Pinnacle Wealth (“Pinnacle”). Maridea provides investment advisory and related services for clients nationally. SEC registration does not imply any specific level of skill or training.