Retirement Elevated Podcast with Sean Lee

Episode #9: The 60/40 Portfolio

The 60/40 rule suggests investors should put 60 percent of their portfolio in stocks and 40 percent in bonds. Sean weighs the merits of this rule of thumb.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-9-60-40-portfolio/

Episode #8: Real Advising Is Problem-Solving

Advising involves investing, but it's so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving. 

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-8-problem-solving/

Episode #7: Asking Wrong Financial Questions

Many people ask wrong financial questions. They get caught up in the minutia rather than focusing on the larger vision for their retirement. Sean explains.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-7-wrong-financial-questions/

Episode #6: 7 Reasons You Need More Than A Robo-Advisor

With the increasing popularity of the robo-advisor, you might question whether you need to work with a real advisor. We share seven reasons why you should.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-6-7-reasons-you-need-more-than-a-robo-advisor/

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