Retirement Elevated Podcast with Sean Lee

The Financial Plan Guessing Game

Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? On today’s podcast, we’ll talk about the common financial areas people tend to guess instead of prepare and how to plan for them.


Read more and get additional financial resources here: 


What we discuss on this episode: 

0:57 - Are you guessing at your retirement plans?

1:33 - Why guess on monthly retirement income?

5:29 - Why ignore the major purchases or emergency fund? 

9:05 - How do you predict inflation?

13:04 - How can you plan for rising healthcare costs?

What Can You Expect From a Virtual Meeting With Us?

With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We'll take you through the process and what you can expect on today's show.


Read more and get additional planning resources here: 


What we discuss on this episode: 

0:39 - What’s Sean’s least favorite time of year?

1:23 - How have virtual meetings opened up new opportunities? 

3:14 - What has the practice done to ensure the experience is the same?

4:53 - What technology changes have been made?

7:06 - Retirement and planning concerns are still prevalent, even in a pandemic.

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