Retirement Elevated Podcast with Sean Lee

From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes to your financial life. These things can add up to make a big difference, so stay tuned!   Here’s some of what we discuss in this episode: Having the right amount in cash. Finding...

Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views on social media. Today, we talk through what’s what and see what Sean thinks as a financial advisor. Make sure your financial strategy is customized to your unique needs and goals.   Here is the financial...

The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client?   Here’s what we talk about on today’s show: With the change in technology, virtual meetings are more common. Convenience can come from meeting online. If you prefer meeting in person, how can you get the...

While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided. On today’s podcast we talk about his book, Rounding Third: Preparing for Your Finances for the Home Stretch to Retirement . This short and straightforward read has a lot of easy-to-understand financial lessons. You can learn a lot from the game o...

We all hear sayings and information that may or may not be true. Are you basing your financial plan on things you heard through the grapevine without finding out if it rings true for you? Instead of going off of what you’ve heard, ask yourself: “What do I want my life to look like?” Join us as we discuss these common ideas and share some questions that will help you make a plan that aligns with yo...

Not everyone has a financial advisor they know and trust. It can be scary to trust a financial advisor, especially when it comes to your nest egg. Sean talks about how he builds trust with clients and what it takes to find the right fit. You want to find someone who can create a financial plan that you are willing to follow and feel confident about.   Here are the reasons people don’t visit an adv...

After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations.   Here are the updates Sean shares on today’s show: What’s the latest with Sean, his family, and his business? (0:17) The office is moving after five years. (2:24) A new book is coming! (4:08) There’s always something happening, so a...

If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more proactive and prepared for financial decisions now and in the future.   Here’s what we'll talk about today: Market volatility can cause uncertainty. (1:04) Not understanding your risk until it’s too late. (5:37) Taking Social...

After saving and waiting for so many years, no one wants to make a big mistake that ruins retirement! Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities of retirement and some easy ways you could ruin it, drawing on Sean’s insightful conversations with clients as they navigate this new chapter in their lives.   Here...

Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From assessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra.   Here are the quotes we discuss on today’s show: “I never said most of the things I’ve sa...

In this episode, Marc and Sean will discuss a recent CNBC article about a man who ‘un-retired’ at 67 because he was bored and restless. What are the biggest issues people face when they don’t have a plan for retirement? We’ll tell you what we’ve seen and talk about what you can do to avoid that feeling. Here’s a little of what we discuss in this episode: The issues people usually have with trying...

The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out.   Here’s what you'll learn about on today’s show: The RMD age was pushed back. (1:53) How does...

In honor of our 100th episode, we have a special guest on the show! Sean’s son, Michael, joins us and shares about his experience having his dad as a coach. From exercises to tournaments, there’s a lot that goes into it. While Sean coaches Michael in baseball, he also coaches several people throughout the week when it comes to retirement. Do you need a coach when it comes to retirement planning? H...

Some people dream about retiring and it can’t come soon enough. For others, maybe it’s something they are putting off. We talk through the varying degrees of interest and readiness in retirement and how to plan accordingly. Here are the reasons you wonder about getting a new advisor: I love what I do. (1:30) I could retire, but my job is still a good situation. (3:37) I have no idea if I can retir...

As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might be worthwhile and why some of these reasons don’t have to be dealbreakers. Here are the reasons you wonder about get...

In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and what to do if this doesn’t describe your relationship with an advisor).    Reasons to be thankful for the financial advisor in your l...

What are your three biggest assets when it comes to saving for your retirement and your future? For most people, this is your 401(k), your house, and Social Security. We talk today about how to best leverage these assets and manage them properly. It can make all the difference in retirement. Timestamps: What kind of strategy went into picking the fund for your 401(k)? (1:23) What happens with that...

When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to know if the advice and information is a helpful resource to follow. Timestamps: Don’t make knee-jerk reactions to short-term issues. (2:04) Recognize which stories are real an...

When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them.   Timestamps: 0:51 - Don’t make any sudden decisions. 5:02 - Don’t jump into investments you don’t understand. 8:07 - Work with a professional. 9:36 - The plan is more than the investment. 11:22 - Do you want to DIY?   Get additio...

On Today's Episode: What can we learn from Aesop’s fables when it comes to gaining financial wisdom? Sean shares how each of these fables relate to our own financial decisions.   Timestamps: 0:28 - Time for back to school! 1:52 - What can we learn from the miser and his gold? 6:38 - The tortoise and the hare shows us that slow and steady wins the race. 10:29 - What about the dog and his shadow?   ...

When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions.   Key topics on this episode:  0:39 - Ready to play Jeopardy? 1:55 - High fees and broken promises with market risk.   3:25 - What requires a financial professional to put the client’s interests first? 5:...

What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period.   Key topics on this show:  1:10 – What do you want out of retirement? 2:54 – Knowing your numbers 4:34 – Get a strong understanding of your needs 5:48 – Get a handle on your healthcare 7:42 – Things...

What trips people up when they try to make financial decisions? We talk through financial roadblocks and how to avoid them on today’s show.   Key topics on this show:  1:28 - There are a lot of decisions to make. 3:26 - We do some research.   6:55 - The financial industry can be full of jargon and confusion. 7:44 - Talking about money may seem taboo. 10:18 - Big life events can make it hard to thi...

What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show!   Read more and get additional financial resources here: http://retirementelevatedpodcast.com     Key points:  0:35 - The summer heat has hit. 1:36 - If you get hurt, do you need to amputate?  5:27 - Dads use their strength to take one trip with all the grocery bags. 8:51 -...

Do you ever feel bogged down by all the research before making a big decision? When is research helpful and when is it too much?   Read more and get additional financial resources here: http://retirementelevatedpodcast.com     Key points:  1:16 - Many do more research for a vacation than retirement. 2:17 - What kind of resources does Sean like? 4:34 - Does Sean ever hear, “I read on the internet t...