Sean Mulaney

Fee Only Planner and Accountant Serving the Financial Independence Community

Sean Mullaney, a financial planner and licensed CPA, cuts through the complexity and breaks down what solopreneurs need to know about saving for the future. With years of experience in helping individuals plan their financial freedom, Sean's insights are invaluable to anyone wearing both the employer and employee hats.

Latest PodcastEpisodes

— Feb 05, 2024

How to Access Your Retirement Accounts Before 59.5 | Sean Mullaney

In this episode: taxable accounts, the 72(T), inherited retirement accounts, 457B's, roth conversion ladders, and the rule of 55.

— Jan 23, 2023

Secure Act 2.0 Deep Dive | Sean Mullaney

In this episode: taxes, the secure act 2.0, the best news, roths, 529's, catch-up contributions, and the new options you have.

— Jul 05, 2021

Transform Your Tax Return Into a Springboard for Financial Planning

Your tax return can be a powerful financial tool, revealing insights that can lead to significant wealth growth. This episode guides you through ways to capitalize on your refund, discussing strategies for tax efficiency and smart investments. Learn from tax expert Sean Mullaney as he shares valuable tips on making your financial planning more effective, ensuring that you aren’t leaving money on the table.