Retirement Elevated Podcast with Sean Lee

Classic Christmas Characters

What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.

 

Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-79-classic-christmas-characters/

 

What we discuss: 

0:34 - Sean has big holiday plans!

1:39 - Are you like Cousin Eddie?

4:10 - Scrooge is a classic stingy guy about money.

7:02 - George Bailey was always stressed.

9:19 - Kevin McCallister had to figure out how to make it on his own.

End of the Year Financial Moves

What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.

 

Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-78-end-of-the-year-financial-moves/

 

What we discuss: 

1:06 - Is it too late to max out retirement contributions?

2:48 - Have you taken out your RMDs?   

4:04 - Explore tax-loss harvesting possibilities.

5:30 - Are you giving to charity?

6:55 - Will purchases give you a tax credit?

7:49 - Is a Roth conversion right for you?

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