Retirement Elevated Podcast with Sean Lee

Financial Half Truths

Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know.

 

Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-77-financial-half-truths/

 

What we discuss: 

0:20 - What are Sean’s and Marc’s favorite holidays?

2:05 - “Don’t worry about those losses.”

5:25 - “The fees are less than one percent.”

7:43 - “Diversification is key.”

Mistakes to Avoid When Choosing a Financial Advisor

Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor?

 

Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/

 

What we discuss: 

0:26 - Sean’s getting ready for the holidays.

1:43 - How can you avoid making mistakes when looking for an advisor?

4:27 - Bigger is not always better.  

6:58 - Don’t pretend you know, ask questions.

9:17 - Work with the advisor with the right specialty.

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