Retirement Elevated Podcast with Sean Lee

How to Find the Right Advisor

One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? Join us as we lay out some of the criteria that needs to be high on your list.

 

Read more and get additional financial resources here: https://wp.me/paeqsR-9T 

 

Today's show schedule: 

0:45 - Are you looking for the advisor who is best?

3:39 - How do you find the right advisor?

4:45 - What phase of life are you in?

6:13 - What is important to you with an advisor?

8:03 - What kind of technology is available with your advisor?

0:45 - Are you looking for the advisor who is best?

3:39 - How do you find the right advisor?

4:45 - What phase of life are you in?

6:13 - What is important to you with an advisor?

8:03 - What kind of technology is available with your advisor?

Baseball and Financial Planning with John Buck

What do baseball and financial planning have in common? In addition to Sean’s love for both, you may find that the mindset is often similar. On today’s show we get to talk with John Buck to hear how his experience as a player relates to financial planning.

Show Notes, Resources & Contact Info:

https://retirementelevatedpodcast.com/

Timestamps:

0:34 - John Buck joins the podcast today and shares about his time playing baseball.

6:06 - What is John up to now?

11:39 - What is your game plan or blueprint for success?

15:55 - Game prep for the next game before you get there.

18:29 - Adjustments sometimes have to be made.

20:20 - What is coming up?

22:14 - Your goal is to prepare for what is to come.

24:41 - Your decisions in the end can make the biggest difference.

26:29 - Why is your mental state key to winning?

35:22 - How is John helping the community?

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