Retirement Elevated Podcast with Sean Lee

Understanding Media Bias

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.


  • Don’t make knee-jerk reactions to short-term issues. (2:04)
  • Recognize which stories are real and which ones are paid advertisements. (4:43)
  • Determine whether you are the intended audience or not. (6:48)
  • Find the person who is the right fit for you. (11:17)


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Don’t Screw It Up

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.



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?


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What Popular Fables Reveal About Our Personal Finances

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.



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? 


More About Today's Episode: 

There are a few fables that teach us about life and money. Today, we’ll go through some fables and find out what they teach us financially.

In the miser and his gold, a miser digs up his gold to look at it but then it got stolen. Instead of using it, he would only look. Wealth not realized and used isn’t wealth. While we might be programmed to save and accumulate, don’t forget to use it. Sometimes Sean has to convince clients to spend their money. Having financial safety and security is good, but learn how you can use that money to your advantage while you’re still around.

The tortoise and the hare is a well-known story of the overconfident hare who doesn’t plan ahead while the slow and steady tortoise comes out ahead. Rushing to make money quick isn’t the answer you want. The slow and steady approach to accumulating wealth is often what works best. Building consistent habits over time will lead to financial success.

Lastly, the dog and the shadow is about a dog with a piece of meat walking home. When crossing a stream, the dog sees its reflection and tries to grab the piece of meat in the reflection and ends up losing the meat in his mouth. In the financial world, if you don’t have a clear plan, you might try to jump towards something else too soon.


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Let’s Play Financial Jeopardy

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?

5:01 - What financial phenomenon always returns?

7:39 - This forces retirees to drain their retirement accounts.

10:17 - What defined benefit retirement program is becoming scarce?


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The Ten Years Before Retirement

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 are going to change


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Navigating These Decision-Making Roadblocks

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 think clearly.


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Stuff Dads Say and Do

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!


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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 - Is dad always on the lookout for the best parking spot?   

Doing Research Before Financial Decisions

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?


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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 that…”?

7:45 - Are you overanalyzing the research?

9:26 - What’s good about doing research?

Retirement Pain Points

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.


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Key points: 

1:46 – Fear of running out of money

2:54 – Replacing that paycheck

4:36 – Managing taxes

6:02 – Dealing with a long-term care event

8:29 – Anxiety around the next market crash

Asking the Wrong Questions

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.


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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 highest rate of return?

7:47 - How can I pay the lowest fees to an advisor?

10:14 - What should you do about long-term care?

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