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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Episodes
Thursday Oct 17, 2019
Thursday Oct 17, 2019
The retirement planning process lasts many, many years but your final decade of work is the time where you need to hammer out all of the details and get everything in order. We’ve put together a checklist of items that need your full attention during that last years of working so that you can enjoy retirement to the fullest.
On this episode:
0:28 – What we’re talking about on the show.
1:18 – First, have a conversation about what’s most important to you in retirement.
2:47 – How it’s like baseball.
3:12 – Second, now you need to look at the numbers.
4:59 – Third, where are you getting the money from in retirement. Let’s estimate the income streams.
6:25 - This final decade of work is great time to strategize with your advisor since you’ll have a little time to build the plan.
8:29 - The next piece in this checklist is getting a handle on healthcare.
10:41 - Final thing, understand this is going to change over time and through retirement.
For show notes and additional resources, click here: https://retirementelevatedpodcast.com/podcast/why-the-final-de…ant-for-planning/
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Think about the last time you took a flight? You got from point a to point b as you planned, but did you stop to think about what it took to get you there? That’s the same with financial planning and reaching our final retirement destination. There are many lessons we can take away from flying and we’ll share those on this episode.
Today's rundown:
0:22 – Baseball tryouts going on for Sean’s son.
2:04 – Talking today about what flying teaches about retirement. First, you have to have a flight plan.
4:49 – Turbulence affects everyone differently much like volatility.
8:03 – The market continues to bounce back no matter how many times it gets knocked.
9:18 – Pilots can’t do it all alone. They need help from air traffic control.
Get the full show notes and additional resources by visiting our website here: https://retirementelevatedpodcast.com/podcast/financial-lessons-we-can-learn-from-flying/