Retirement Elevated Podcast with Sean Lee-logo

Retirement Elevated Podcast with Sean Lee

Business & Economics Podcasts >

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

Episode #11: What Should Your Advisor Be Doing

1/14/2019
More
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

Episode #10: Finishing Strong

1/3/2019
More
While you might worry about the financial aspect of retirement planning, your mentality toward retirement is just as important. Sean explains. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-10-finishing-strong/

Duration:00:15:18

Episode #9: The 60/40 Portfolio

12/27/2018
More
The 60/40 rule suggests investors should put 60 percent of their portfolio in stocks and 40 percent in bonds. Sean weighs the merits of this rule of thumb. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-9-60-40-portfolio/

Duration:00:14:44

Episode #8: Real Advising Is Problem-Solving

12/20/2018
More
Advising involves investing, but it's so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-8-problem-solving/

Duration:00:23:38

Episode #7: Asking Wrong Financial Questions

12/13/2018
More
Many people ask wrong financial questions. They get caught up in the minutia rather than focusing on the larger vision for their retirement. Sean explains. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-7-wrong-financial-questions/

Duration:00:17:57

Episode #6: 7 Reasons You Need More Than A Robo-Advisor

12/6/2018
More
With the increasing popularity of the robo-advisor, you might question whether you need to work with a real advisor. We share seven reasons why you should. Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-6-7-reasons-you-need-more-than-a-robo-advisor/

Duration:00:18:14

Episode #5: The Right Advisor For Your Situation

11/15/2018
More
With so many different titles and acronyms out there, how do you know you're choosing the right advisor to handle your money? This week's episode will give you some invaluable insight into how to find the perfect advisor for you and for your specific situation, so you can feel confident that your retirement savings are in good hands.

Duration:00:15:01

Episode #4: Invest Lifestyle Expenses On Memorable Experiences

11/1/2018
More
What's more important: investing in items or experiences? Sean will talk about the importance of travel, experiences, and creating long-lasting memories that can lead to a truly fulfilling retirement.

Duration:00:11:10

Episode #3: Required Minimum Distributions

10/18/2018
More
RMDs are a critical part of every single person's retirement plan. The recent passage of The Family Savings Act Of 2018 is going to present people with unprecedented opportunities to save money in regards to their IRAs and RMDs. Sean breaks it all down on today's episode.

Duration:00:06:43

Episode #2: Creative Tax Strategies

10/4/2018
More
How you tap into your retirement accounts can really alter your retirement. We'll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.

Duration:00:09:26

Episode #1: The 10 Important Questions You Should Ask Your Advisor

9/19/2018
More
Have you ever interviewed your financial advisor? You should. On this show we'll tackle the 10 important questions you should ask your current or future advisor, why they're such important questions, and what kinds of expectations you should have for the answers.

Duration:00:20:18