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Retirement Elevated Podcast with Sean Lee

Sean Lee

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Followers
6
Plays
Retirement Elevated Podcast with Sean Lee

Retirement Elevated Podcast with Sean Lee

Sean Lee

0
Followers
6
Plays
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About Us

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

Latest Episodes

5 Easy Ways to Ruin Your Retirement

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 your life 3:30 – Managing retirement changes as you age 5:23 – Retirement won’t solve all your problems 9:37 – Making assumptions about your monthly spending habits 11:29 – Being active can be just as important in retirement 14:36 – Are you still investing like you’re 25?

16 MIN1 w ago
Comments
5 Easy Ways to Ruin Your Retirement

How to Find the Right Advisor

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 advisor who is best? 3:39 - How do you find the right advisor? 4:45 - What phase of life are you in? 6:13 - What is important to you with an advisor? 8:03 - What kind of technology is available with your advisor? 0:45 - Are you looking for the advisor who is best? 3:39 - How do you find the right advisor? 4:45 - What phase of life are you in? 6:13 - What is important to you with an advisor? 8:03 - What kind of technology is available with your advisor?

10 MINJUL 16
Comments
How to Find the Right Advisor

Baseball and Financial Planning with John Buck

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 about his time playing baseball. 6:06 - What is John up to now? 11:39 - What is your game plan or blueprint for success? 15:55 - Game prep for the next game before you get there. 18:29 - Adjustments sometimes have to be made. 20:20 - What is coming up? 22:14 - Your goal is to prepare for what is to come. 24:41 - Your decisions in the end can make the biggest difference. 26:29 - Why is your mental state key to winning? 35:22 - How is John helping the community?

38 MINJUL 2
Comments
Baseball and Financial Planning with John Buck

State of the Market with Mike Sorrentino

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 while the economy is so bad? 4:21 - Could this recession be over before it even begins? 6:13 - What are the trends that support this theory? 8:30 - Last week experienced massive volatility and spikes in coronavirus cases, are we in for another correction?

11 MINJUN 18
Comments
State of the Market with Mike Sorrentino

Why We Aren’t Panicking About The Economy

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 reacted? 8:01 - Consumer spending has continued. 11:05 - Is this going to end up being more of the “great suppression”?

13 MINJUN 4
Comments
Why We Aren’t Panicking About The Economy

Office Reopening and Things to Know

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 will be worn in the office. 5:21 - Social distancing will be maintained. 6:02 - This may be inconvenient, but we want to do everything we can to keep safe.

10 MINMAY 21
Comments
Office Reopening and Things to Know

5 Things to Know About the CARES Act

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 changed with RMDs? 3:43 - What are your options with 401(k) loans? 5:09 - Will anything change with Social Security? 6:43 - Will this pandemic put pressure on the Social Security trust funds? 7:29 - What are new coronavirus-related distribution exceptions? 8:58 - What opportunity can we find to strengthen out of this? 9:53 - What changes are there in regards to charitable distributions?

12 MINMAY 7
Comments
5 Things to Know About the CARES Act

Being Proactive With Your Financial Plan During a Pandemic

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 planning? 4:29 - Have a stress-test done. Are you prepared? 7:03 - Take action! 8:28 - There’s volatility in the market, but also good buying opportunities.

11 MINAPR 16
Comments
Being Proactive With Your Financial Plan During a Pandemic

Coronavirus Update: State of Business

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 action-based correction. This is a great time to buy. 7:01 - What’s happened has happened, but think about being proactive now.

9 MINAPR 2
Comments
Coronavirus Update: State of Business

Financial Truths (In a World Full of Financial Fear)

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? 6:32 - Emotions are rarely your friend when making financial decisions. 8:21 - The market will always move. 10:17 - Are you actually risk tolerant? 12:36 - There is no magic bullet for your financial plan.

15 MINMAR 19
Comments
Financial Truths (In a World Full of Financial Fear)

Latest Episodes

5 Easy Ways to Ruin Your Retirement

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 your life 3:30 – Managing retirement changes as you age 5:23 – Retirement won’t solve all your problems 9:37 – Making assumptions about your monthly spending habits 11:29 – Being active can be just as important in retirement 14:36 – Are you still investing like you’re 25?

16 MIN1 w ago
Comments
5 Easy Ways to Ruin Your Retirement

How to Find the Right Advisor

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 advisor who is best? 3:39 - How do you find the right advisor? 4:45 - What phase of life are you in? 6:13 - What is important to you with an advisor? 8:03 - What kind of technology is available with your advisor? 0:45 - Are you looking for the advisor who is best? 3:39 - How do you find the right advisor? 4:45 - What phase of life are you in? 6:13 - What is important to you with an advisor? 8:03 - What kind of technology is available with your advisor?

10 MINJUL 16
Comments
How to Find the Right Advisor

Baseball and Financial Planning with John Buck

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 about his time playing baseball. 6:06 - What is John up to now? 11:39 - What is your game plan or blueprint for success? 15:55 - Game prep for the next game before you get there. 18:29 - Adjustments sometimes have to be made. 20:20 - What is coming up? 22:14 - Your goal is to prepare for what is to come. 24:41 - Your decisions in the end can make the biggest difference. 26:29 - Why is your mental state key to winning? 35:22 - How is John helping the community?

38 MINJUL 2
Comments
Baseball and Financial Planning with John Buck

State of the Market with Mike Sorrentino

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 while the economy is so bad? 4:21 - Could this recession be over before it even begins? 6:13 - What are the trends that support this theory? 8:30 - Last week experienced massive volatility and spikes in coronavirus cases, are we in for another correction?

11 MINJUN 18
Comments
State of the Market with Mike Sorrentino

Why We Aren’t Panicking About The Economy

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 reacted? 8:01 - Consumer spending has continued. 11:05 - Is this going to end up being more of the “great suppression”?

13 MINJUN 4
Comments
Why We Aren’t Panicking About The Economy

Office Reopening and Things to Know

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 will be worn in the office. 5:21 - Social distancing will be maintained. 6:02 - This may be inconvenient, but we want to do everything we can to keep safe.

10 MINMAY 21
Comments
Office Reopening and Things to Know

5 Things to Know About the CARES Act

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 changed with RMDs? 3:43 - What are your options with 401(k) loans? 5:09 - Will anything change with Social Security? 6:43 - Will this pandemic put pressure on the Social Security trust funds? 7:29 - What are new coronavirus-related distribution exceptions? 8:58 - What opportunity can we find to strengthen out of this? 9:53 - What changes are there in regards to charitable distributions?

12 MINMAY 7
Comments
5 Things to Know About the CARES Act

Being Proactive With Your Financial Plan During a Pandemic

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 planning? 4:29 - Have a stress-test done. Are you prepared? 7:03 - Take action! 8:28 - There’s volatility in the market, but also good buying opportunities.

11 MINAPR 16
Comments
Being Proactive With Your Financial Plan During a Pandemic

Coronavirus Update: State of Business

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 action-based correction. This is a great time to buy. 7:01 - What’s happened has happened, but think about being proactive now.

9 MINAPR 2
Comments
Coronavirus Update: State of Business

Financial Truths (In a World Full of Financial Fear)

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? 6:32 - Emotions are rarely your friend when making financial decisions. 8:21 - The market will always move. 10:17 - Are you actually risk tolerant? 12:36 - There is no magic bullet for your financial plan.

15 MINMAR 19
Comments
Financial Truths (In a World Full of Financial Fear)
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