Retirement Elevated Podcast with Sean Lee

Are You an Emotional Investor?

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: 


Today's rundown: 

1:16 – We’re talking emotions and decision-making on the podcast today.

1:39 – What kind of emotions typically drive financial decisions? Is fear and greed the main ones?

2:27 – We want to help you take a logical process to make decisions based on facts.

3:03 – Marc’s brother has been reacting a lot to the market movement recently. Is that something Sean has been seeing from clients as well?

6:20 – When the market drops, your dividends essentially are bargain shopping.

7:02 – Are there any times where it’s appropriate to factor in emotions?

Will These News Headlines Matter for Your Finances in 2020?

No matter where you get your news, a few different storylines continue to dominate the headlines when it comes to finances in 2020. Let’s discuss three of the biggest topics of conversation this year and try to help you determine whether or not it matters for your retirement plan.


Show notes and additional resources: 


Today's rundown: 

0:58 – Our main topic today is ‘Does it Matter?’

1:21 – 1st storyline: The 2020 presidential election. How much will this matter for investors?

3:56 – Historically, the market doesn’t have a significant reaction to the election. Are we in different times now?

6:05 – 2nd Storyline: The health insurance marketplace.

7:23 – What are the options for people that retire before the age of 65?

8:46 – 3rd Storyline: Social Security and the uncertainty.  

12:12 – People often keep Social Security separate from their plan but it should all be a part of your retirement plan.

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