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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Episodes
Thursday May 21, 2020
Thursday May 21, 2020
As we transition into the next phase in Utah, how is the Elevated Retirement Group shifting and responding? What should you expect in the office and what kind of safety precautions are taking place?
Read more and get additional financial resources here: https://wp.me/paeqsR-9q
Today's show schedule:
0:28 - What is happening at the office?
3:27 - Virtual meetings will continue.
4:17 - Masks will be worn in the office.
5:21 - Social distancing will be maintained.
6:02 - This may be inconvenient, but we want to do everything we can to keep safe.
Thursday May 07, 2020
Thursday May 07, 2020
The CARES Act was recently passed as a response to coronavirus. What kind of financial significance could it have on you and how might you be able to benefit from it? We run through the key provisions you need to know about.
Read more and get additional resources here: https://wp.me/paeqsR-9k
Today's show schedule:
0:45 - What’s the status of life and business for Sean?
1:40 - What has changed with RMDs?
3:43 - What are your options with 401(k) loans?
5:09 - Will anything change with Social Security?
6:43 - Will this pandemic put pressure on the Social Security trust funds?
7:29 - What are new coronavirus-related distribution exceptions?
8:58 - What opportunity can we find to strengthen out of this?
9:53 - What changes are there in regards to charitable distributions?