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Retirement Elevated Podcast with Sean Lee

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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.

Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
More Information

Location:

United States

Description:

Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.

Language:

English

Contact:

9193781410


Episodes

Why the Final Decade of Work is So Important for Planning

10/17/2019
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The retirement planning process lasts many, many years but your final decade of work is the time where you need to hammer out all of the details and get everything in order. We’ve put together a checklist of items that need your full attention during that last years of working so that you can enjoy retirement to the fullest. On this episode: 0:28 – What we’re talking about on the show. 1:18 – First, have a conversation about what’s most important to you in retirement. 2:47 – How it’s...

Duration:00:14:15

Financial Lessons We Can Learn From Flying

10/3/2019
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Think about the last time you took a flight? You got from point a to point b as you planned, but did you stop to think about what it took to get you there? That’s the same with financial planning and reaching our final retirement destination. There are many lessons we can take away from flying and we’ll share those on this episode. Today's rundown: 0:22 – Baseball tryouts going on for Sean’s son. 2:04 – Talking today about what flying teaches about retirement. First, you have to have a...

Duration:00:12:24

Busting the Biggest Financial Myths

9/19/2019
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In the financial world, there are a lot of myths out there. Do you know what’s a myth (and what’s a bust) when it comes to these commonly held beliefs? Today's show: 2:48 - Myth or bust: Shifting from stocks to bonds removes the volatility from your portfolio. 4:55 - Myth or bust: Once you’ve retired, life insurance is no longer necessary. 7:14 - Myth or bust: You’re going to need less income when you retire than you need when you’re working. 8:40 - Myth or bust: You’ll be in a lower...

Duration:00:14:11

Common Reasons People Stick the Wrong Financial Advisor

9/5/2019
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Picking the right financial advisor can be one of the most important decisions you make for your retirement, but many times we end up sticking with the wrong person. Many reasons cause can lead to this, but we often justify our decisions with a few common excuses. Let’s look at some of the common ones we hear from clients. Check out the full show notes for this episode by clicking here. ----more---- Today's rundown: 1:18 – Introducing today’s topic 2:15 – Excuse 1: “My portfolio hasn’t...

Duration:00:11:01

Developing the Right Financial Plan Takes These Steps

8/15/2019
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Financial planning can take on many forms and your interests might not always be the sole priority. When you work with an advisor, there are steps that every plan needs to include and we’ll discuss those in this episode. Check out the full show notes by clicking here. Today's rundown: 1:46 – What happened to financial planning? 3:05 – Are expectations being set for you? 4:09 – Why pure planning is a more comprehensive and personal plan. 5:38 – Every financial plan should have five...

Duration:00:11:54

Navigating To Safety: How Your Financial Plan Is Like A Lighthouse

8/1/2019
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Lighthouses are strong, beautiful, and protective towers, just like your financial plan should be. To weather the storms and avoid the potential financial obstacles, we’ll share how financial plans are similar to lighthouses, guiding you to safety. Don't miss the show notes, which you can find here. Today's rundown: 1:55 - Is there a financial lesson to learn from lighthouses? 2:59 - Your financial plan provides safety from obstacles and risk. 3:39 - Tax planning is one of your biggest...

Duration:00:10:24

Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions

7/18/2019
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For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions but rather that they fail to make any decision at all. Other people, however, react instantly without giving it much though. Today we'll discuss a few areas that people usually hold people up in the financial decision-making process and then we'll give you ways to move forward. To read more and to see the show notes, click here. ----more---- Here's what you can expect on this...

Duration:00:15:14

8 Provisions From The SECURE Act of 2019

7/3/2019
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Maybe you’ve heard of it, but do you know how the SECURE Act could impact your retirement plans? Or what about the retirement options offered by your employer? Here are eight of the 29 provisions in the act to keep an eye on. Full show notes: https://retirementelevatedpodcast.com/podcast/8-provisions-from-the-secure-act-of-2019/ ----more---- Thing's You'll Learn Along Today's Journey 1:27 SECURE Act 2:05 1 - Increase small employer access to retirement plans 3:24 2 - Increase annuity...

Duration:00:12:02

Focus On What You Can Control

6/20/2019
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Ask yourself, as an investor, what can you control? Starting with acknowledging what you can and cannot control will help you make better decisions and worry less when it comes to your investments. Full show notes post: https://retirementelevatedpodcast.com/podcast/focus-on-what-you-can-control/ Thing's You'll Learn Along Today's Journey 3:50 What can we control as investors? 6:37 What about risk? 8:31 Control your panic level Resources From Today's Podcast Sign Up For A...

Duration:00:13:22

The True Value Of Working With A Financial Advisor

6/6/2019
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The View From The Pinnacle Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that helps you in the long run. Check out the full show notes: https://wp.me/paeqsR-5n ----more---- Thing's You'll Learn Along Today's Journey 2:05 The true value of an advisor study3:52 How an advisor helps 5:27 The strategy Resources From Today's Podcast Sign Up For A Class With...

Duration:00:09:18

Famous Last Words (You Don’t Want to Say About Retirement!)

5/16/2019
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“Hey, watch this!” is probably not the last phrase you want to utter in life. Likewise, let’s consider these phrases you often hear in the financial world that you don’t want to be saying in case something goes wrong. Talking through the good and bad will help prepare your mindset and your money for retirement. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/famous-last-words-you-dont-want-to-say-about-retirement/

Duration:00:15:58

5 Simple Retirement Questions

5/2/2019
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Some of retirement’s most important questions may seem simple. However, when you consider your options, these questions tend to get complicated. Join us as we unpack five seemingly simple questions about retirement. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/5-simple-retirement-questions/

Duration:00:16:25

When Is It Safe to Retire?

4/18/2019
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We often get questions on what makes it safe to retire. Is it at a certain age or after you meet a particular dollar amount? To find out when to retire, you have to understand what “safe” means. Once you identify what it is you hope to achieve with your money, you may be closer than you think. Are you ready to retire? Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/when-is-it-safe-to-retire/

Duration:00:12:23

5 Financial Pain Points

4/4/2019
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Everyone faces at least one of these financial pain points in life. While you can’t control everything, you can alleviate your fears by finding clarity through basic planning. Here’s how to tackle five of the main pain points you’re most likely to face. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/5-financial-pain-points/

Duration:00:14:29

Settle The Debate - Right Or Wrong?

3/21/2019
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In this episode, we’ll examine four hot financial topics and debate the merits of debt, mutual funds, and annuities. You’ll find that everyone has a slightly different opinion on what’s best, but the key is to make informed financial decisions on what is right for you. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/settle-the-debate-right-or-wrong/

Duration:00:11:44

Why Your Retirement Is More Than Just Investments

3/7/2019
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Planning for retirement goes beyond your investments. Your advisor should be helping you navigate these crucial areas of your financial life. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/why-your-retirement-is-more-than-just-investments/

Duration:00:10:52

Episode #14: DIY Retirement Planning

2/21/2019
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The do-it-yourself mentality is really popular these days. There's even a DIY network where you can learn how to take on DIY projects. Discover why a DIY retirement might not be ideal. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-14-diy-retirement-planning/

Duration:00:14:06

Episode #13: The Upsides And Downsides Of Being An Informed Consumer

2/7/2019
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We have more information at our fingertips than ever before. However, being an informed consumer isn't without its downsides. Sean explains. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-13-the-upsides-and-downsides-of-being-an-informed-consumer/

Duration:00:13:31

Episode #12: The 411 On Retirement Elevated Classes

1/24/2019
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We're all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-12-retirement-elevated-classes/

Duration:00:11:21

Episode #11: What Should Your Advisor Be Doing

1/14/2019
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Financial advisors provide all sorts of services, and they have all sorts of designations and certifications. Find the right advisor for your needs. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-11-what-should-your-advisor-be-doing/

Duration:00:14:36