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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Episodes
Thursday Apr 16, 2020
Thursday Apr 16, 2020
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.
Thursday Apr 02, 2020
Thursday Apr 02, 2020
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.