Retirement Elevated Podcast with Sean Lee

Is Your Financial Advisor Doing This?

Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.

 

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

 

What we discuss on this show: 

2:29 - Is your advisor doing this?

3:37 - Does your advisor include tax planning and strategy?

6:11 - Is your advisor evaluating fees in investments?

9:03 - Have you clarified the target and the goal?

10:26 - What is the difference with a customized plan?

Financial Life and Baseball

Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning. 

 

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

 

Check out the 'Life is a Ballgame' PDF: https://wp.me/aaeqsR-aV 

 

What we discuss on this show:

1:46 - Shoring up retirement income strategy is like the middle innings in baseball. 

4:01 - Planning for healthcare costs is an important strategy.

6:36 - Tax efficient strategies change over time.

1:46 - Shoring up retirement income strategy is like the middle innings in baseball. 

4:01 - Planning for healthcare costs is an important strategy.

6:36 - Tax efficient strategies change over time.

Podbean App

Play this podcast on Podbean App