Retirement Elevated Podcast with Sean Lee

We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning.   Read more and get additional financial resources here: http://retirementelevatedpodcast.com     Key points:  1:46 – Fear of running out of m...

How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals.   Read more and get additional financial resources here: http://retirementelevatedpodcast.com     What we discuss in this episode:  0:34 - Baseball is back! 2:33 - How much money do I need to save? 5:28 - How can I get the...

Are you feeling a bit anxious about your financial situation every time you read or watch the news? Sean talks through current events and what kind of economic impact they could have.   Read more and get additional financial resources here: http://retirementelevatedpodcast.com     What we discuss in this episode:  0:13 - What is happening at the tank? 1:48 - What is happening with Ukraine? 3:43 -...

What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.     What we discuss:  0:32 - Youth baseball season is back! 1:46 - Mutual fund expenses can be hard to find. 3:11 - Variable annuities are notorious for hidden fees.    5:40 - Inflation is back with a vengeance. 8:18 - Tax increases will impact us. 10:06 - People are ready to spend on leisure.   G...

How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update show, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more.   What we discuss:  0:55 – Let’s talk through this 1:55 – Catalysts for volatility 5:33 – What’s not being reported 11:06 – The shift that’s occurring now 13:28 – Geopolitical press...

What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals.   What we discuss:  0:30 - How do we feel about this year’s Super Bowl? 1:33 - What signs show an advisor is overly focused on selling? 2:35 - What information are they gathering about you...

There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now.   What we discuss:  1:19 - Can’t control the market. 4:49 - Can’t control how long you’re going to live. 6:40 - Taxes are inevitable. 8:47 - Is Social Security a part of your future?   Get addition...

What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.   What we discuss:  1:23 - Adjust tax withholdings. 3:43 - Assess retirement contributions. 5:52 - Gather your tax information. 8:19 - What’s your overall retirement health?   Get additional financial information: https://retirementelevatedpodcast.com/

What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.   Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-79-classic-christmas-characters/   What we discuss:  0:34 - Sean has big holiday plans! 1:39 - Are you lik...

What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.   Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-78-end-of-the-year-financial-moves/   What we discuss:  1:06 - Is it too late to max out retirement contributions? 2:48 - Have you taken out your RMDs?    4:04 - Explor...

Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know.   Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-77-financial-half-truths/   What we discuss:  0:20 - What are Sean’s and Marc’s favorite holida...

Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor?   Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/   What we discuss:  0:26 - Sean’s getting ready for the holidays. 1:43 - How ca...

Is it time to put your lazy money to work? On today’s show, we talk about what lazy money is and why you shouldn’t keep too much of it lying around.   Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-75-lazy-money/   What we discuss:  1:00 - What is lazy money? 3:09 - Why do people have it? 4:29 - Why is having lazy money dangerous?   6:43 - How does...

What kind of decisions do you need to make when it comes to your home in retirement? Sean talks through several scenarios people tend to consider when it comes to their house.   Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/this-ones-on-the-house/   What we discuss:  0:39 - How’s everything been? 1:28 - Feeling ready to downsize? 4:23 - Should you pay...

What are the questionable kinds of financial advisors you should look out for? On today’s podcast we have a bit of fun as we categorize a few different types of advisors you may want to steer clear of.   Read more and get additional financial resources here: https://wp.me/paeqsR-dc     What we discuss on this episode:  0:40 - What are Sean’s Labor Day plans? 2:40 - The guy with a hammer. 3:49 - Th...

From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan.   Read more and get additional financial resources here: https://wp.me/paeqsR-d6     What we discuss on this episode:  1:49 - What scares people about retirement? 3:38 - Which is scarier: inflation, rising taxes, or m...

Let’s go through the retirement checklist to cover all the key issues you should think about before retirement. How prepared are you?   Read more and get additional financial resources here: https://wp.me/paeqsR-cY     What we discuss on this episode:  0:50 - What should we consider before we retire? 2:52 - Are you retiring early? 4:24 - What is the Social Security elimination windfall?  5:38 - Wh...

Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.   Read more and get additional financial resources here: https://wp.me/paeqsR-cS     What we discuss on this episode:  0:26 - Sean’s enjoying summer time.  1:11 - What tax documents should you keep on file? 2:59 - What healthcare documents do you need? 5:20 - What oth...

For whatever reason, forced and early retirements do happen. What should you do? Sean talks through some strategies to make sure the transition is as smooth as possible.   Read more and get additional financial resources here: https://wp.me/paeqsR-cG     What we discuss on this episode:  0:24 - How does Sean celebrate the 4th of July?  1:40 - Forced retirement unfortunately happens.    4:11 - What...

Are you prepared for these possible unexpected expenses in retirement? Find out what you need to include in your plan to be prepared. Read more and get additional financial resources here: https://retirementelevatedpodcast.com/podcast/unexpected-retirement-expenses/ What we discuss on this episode:  1:05 - What retirement expenses get overlooked? 1:34 - What medical expenses are typical? 4:01 - Tr...

Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?   Read more and get additional financial resources here: https://wp.me/paeqsR-cs     What we discuss on this episode:  1:02 - The economy is made up of several components. 4:32 - Fund your Roth 401(k). 6:02 - Is cash value life insurance worth considering? 9:09 - Hav...

A great way to save for and build toward retirement in through your 401(k) at work. That said, some of these common mistakes can cause real issues. On today’s podcast, we discuss possible pitfalls with your 401(k) and how to avoid them.    Read more and get additional financial resources here: https://wp.me/paeqsR-cl     What we discuss on this episode:  0:30 - Spring is Sean’s favorite time of ye...

When you study people who retire wealthy and comfortable, there are some key things they usually do. We’ll explain how you can achieve satisfaction with your retirement.   Read more and get additional financial resources here: https://wp.me/paeqsR-cc     What we discuss on this episode: 2:45 – Peace of mind 5:59 – Diversity of assets 7:15 – Confidence 9:15 – Working with an advisor

What’s the latest news about the SECURE Act and inherited IRAs? The SECURE Act was the death of the stretch IRA. Previously, inheritors were allowed to stretch out the withdrawals of the inherited IRA over their life expectancy. The SECURE Act that was enacted at the beginning of 2020 changed things to the 10-year rule. But is it what we thought it was?   Read more and get additional financial res...

Have you stopped to think about what you want retirement to look like? Past your financials, retirement planning has a lot to do with your goals and wants when it comes to how you plan to spend your time. Today, Sean talks with Daniel Allgaier, CFP®, about the mindset and the end goal when it comes to retirement.   Read more and get additional financial resources here: https://wp.me/paeqsR-bU    ...