Retirement Elevated Podcast with Sean Lee

The Things You Can Control (And The Things You Can’t)

There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now.


What we discuss: 

1:19 - Can’t control the market.

4:49 - Can’t control how long you’re going to live.

6:40 - Taxes are inevitable.

8:47 - Is Social Security a part of your future?


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New Year’s Financial Checklist

What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.


What we discuss: 

1:23 - Adjust tax withholdings.

3:43 - Assess retirement contributions.

5:52 - Gather your tax information.

8:19 - What’s your overall retirement health?


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