Retirement Elevated Podcast with Sean Lee

Where and how should you allocate? What’s typical among other affluent households when it comes to investing? We talk with a member of our team to help you understand our approach a little better.   Read more and get additional financial resources here: https://wp.me/paeqsR-bQ     What we discuss on this episode:  1:57 - What does it mean to “begin with the end in mind”? 5:05 - What is systematic...

Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? On today’s podcast, we’ll talk about the common financial areas people tend to guess instead of prepare and how to plan for them.   Read more and get additional financial resources here: https://wp.me/paeqsR-bH     What we discuss on this episode: ...

With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We'll take you through the process and what you can expect on today's show.   Read more and get additional planning resources here: https://wp.me/paeqsR-bB     What we discuss on this episode:  0:39 - What’s Sean’s least favorite time of year? 1:23 - How have virtual...

More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode of the Retirement Elevated podcast, Sean shares the pros and cons of different investment accounts.   Read more and get additional financial resources here: https://wp.me/paeqsR-bs     What we discuss on this episode:  1:00 - Wha...

Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.   Read more and get additional financial resources here: https://wp.me/paeqsR-bi     What we discuss on this show:  1:39 - What is a values-based retirement plan? 5:02 - Does your retirement plan align with your moral beliefs? 6:32 - What is your charitable giving pla...

Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.   Read more and get additional financial resources here: https://wp.me/paeqsR-bc     What we discuss on this show:  2:29 - Is your advisor doing this? 3:37 - Does your advisor include tax planning and strategy? 6:11 - Is y...

Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.    Read more and get additional financial resources here: https://wp.me/paeqsR-aU     Check out the 'Life is a Ballgame' PDF: https://wp.me/aaeqsR-aV     What we discuss on this show: 1:46 - Shoring up retirement income strategy is like the middle innings in baseball.  4:01 -...

As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving vs. spending, Sean reflects on what’s been going on in our country.   Read more and get additional financial resources here: https://wp.me/paeqsR-aT     What we discuss on this show:  1:02 - How is the market reacting to the election?  2:49 - What...

Is it time to retire? Should you pay off the house? How much do you need to have in the bank? Sean answers these three listener questions on today’s podcast.   Read more and get additional financial resources here: https://wp.me/paeqsR-aH     What we discuss on this show: 1:28 - Mailbag: As a small business owner, is now the time to retire early? 5:25 - Mailbag: Which should you pay off first, you...

Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.   Read more and get additional financial resources here: https://wp.me/paeqsR-az     What we discuss on the show:  0:29 - Sean shares where his football loyalty lies. 1:35 - What is the financial red zone?  4:29 - Is the hurry up offense a good strategy? 6:10 - What’s the...

In continuation with our two-part series on how to survive a layoff or forced early retirement, we talk through five more steps on how to get through it. What options do you have moving forward?   Read more and get additional financial resources here: https://wp.me/paeqsR-at     Check out Part 1 of the Survival Guide:  https://retirementelevatedpodcast.com/podcast/10-step-layoff-survival-guide-par...

What do you do if you get laid off? How can you turn a bad situation into an opportunity? We dive into what you need to do in the first of a two-part series.   Read more and get additional financial resources here: https://wp.me/paeqsR-ak     Download our survival guide PDF: https://wp.me/aaeqsR-al     What we discuss on this episode:  0:55 - Have you been laid off or are you on the cusp of retire...

What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book to use as a resource when considering what you can do now, ahead of an unknown future.   Read more and get additional financial resources here: https://wp.me/paeqsR-ab     On today's show:  0:29 - Introducing today’s guest a...

Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.   Read more and get additional financial resources here: https://wp.me/paeqsR-9Z     On today's show:  1:12 – Retirement planning is more mental than dollars and cents 2:27 – Treating retirement like a destination rather than a new phase of y...

One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? Join us as we lay out some of the criteria that needs to be high on your list.   Read more and get additional financial resources here:  https://wp.me/paeqsR-9T     Today's show schedule:  0:45 - Are you looking for the advis...

What do baseball and financial planning have in common? In addition to Sean’s love for both, you may find that the mindset is often similar. On today’s show we get to talk with John Buck to hear how his experience as a player relates to financial planning. Show Notes, Resources & Contact Info: https://retirementelevatedpodcast.com/ Timestamps: 0:34 - John Buck joins the podcast today and shares ab...

On the show this week, Mike Sorrentino joins us to talk about the current status of the market, a second wave of coronavirus, and how it all might play together in the second half of the year.   Read more and get additional financial resources here:  https://wp.me/paeqsR-9G     Today's show schedule:  1:28 - What’s going on with the state of the market? 2:32 - Why are the markets continuing to run...

During uncertain times, you may feel uncertain about your finances and the economy. Sean shares why he isn’t panicked right now to help you also feel more confident about the future.   Read more and get additional financial resources:  https://wp.me/paeqsR-9v     Today's show schedule:  3:14 - This is not the same as 2008. 4:32 - What was the lead up in 2007 and 2020? 6:37 - How has the Fed reacte...

As we transition into the next phase in Utah, how is the Elevated Retirement Group shifting and responding? What should you expect in the office and what kind of safety precautions are taking place?   Read more and get additional financial resources here:  https://wp.me/paeqsR-9q     Today's show schedule:  0:28 - What is happening at the office? 3:27 - Virtual meetings will continue. 4:17 - Masks...

The CARES Act was recently passed as a response to coronavirus. What kind of financial significance could it have on you and how might you be able to benefit from it? We run through the key provisions you need to know about.   Read more and get additional resources here:  https://wp.me/paeqsR-9k     Today's show schedule:  0:45 - What’s the status of life and business for Sean? 1:40 - What has cha...

Coronavirus has caused the markets to correct. It’s also caused a lot of fear. What should you do? Let's talk about taking a proactive approach to your finances during this turbulent time.    Read more and get additional resources:  https://wp.me/paeqsR-9a     Today's rundown:  0:46 - What kind of opportunity is there in the market? 2:55 - What fundamental issues do not change when it comes to pla...

We’ve all been impacted by the coronavirus in one way or another. How has Sean’s team responded and what can you do with your financial plan?    Read more and get additional resources here:  https://wp.me/paeqsR-92     Today's rundown:  0:43 - What’s the latest in current events between coronavirus and an earthquake? 3:45 - What are the main worries people are experiencing now? 6:06 - This is an a...

What kind of financial truths can you depend on? Where have you fallen for some of the fear or myths floating around in the financial world? With so much uncertainty in the market right now, let's discuss the truths you can build your plan on.    Read more and get additional resources:  https://wp.me/paeqsR-8V     Today's rundown:  1:57 - Is the media our biggest enemy when it comes to finances? 6...

Should you get caught up in the fear and uncertainty when it comes to the Coronavirus? What kind of impact could it have on you and your financial plan? Let’s discuss the biggest international story in early 2020.   Read more on the topic and get additional resources here:  https://retirementelevatedpodcast.com/podcast/market-update-coronavirus-and-its-impact/     Today's show rundown:  0:48 - The...

Keeping emotions separate from your financial decisions should be everyone’s goal but is it easier said than done? Let’s take a look at the most common forces driving those decisions and how it can impact your retirement plan.   Show notes and additional resources:  https://retirementelevatedpodcast.com/podcast/are-you-an-emotional-investor/     Today's rundown:  1:16 – We’re talking emotions and...