Retirement Elevated Podcast with Sean Lee

When Is It Safe to Retire?

We often get questions on what makes it safe to retire. Is it at a certain age or after you meet a particular dollar amount? To find out when to retire, you have to understand what “safe” means. Once you identify what it is you hope to achieve with your money, you may be closer than you think. Are you ready to retire?

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/when-is-it-safe-to-retire/

5 Financial Pain Points

Everyone faces at least one of these financial pain points in life. While you can’t control everything, you can alleviate your fears by finding clarity through basic planning. Here’s how to tackle five of the main pain points you’re most likely to face.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/5-financial-pain-points/

Settle The Debate - Right Or Wrong?

In this episode, we’ll examine four hot financial topics and debate the merits of debt, mutual funds, and annuities. You’ll find that everyone has a slightly different opinion on what’s best, but the key is to make informed financial decisions on what is right for you.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/settle-the-debate-right-or-wrong/

Why Your Retirement Is More Than Just Investments

Planning for retirement goes beyond your investments. Your advisor should be helping you navigate these crucial areas of your financial life.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/why-your-retirement-is-more-than-just-investments/

Episode #14: DIY Retirement Planning

The do-it-yourself mentality is really popular these days. There's even a DIY network where you can learn how to take on DIY projects. Discover why a DIY retirement might not be ideal.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-14-diy-retirement-planning/

Episode #13: The Upsides And Downsides Of Being An Informed Consumer

We have more information at our fingertips than ever before. However, being an informed consumer isn't without its downsides. Sean explains.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-13-the-upsides-and-downsides-of-being-an-informed-consumer/

Episode #12: The 411 On Retirement Elevated Classes

We're all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-12-retirement-elevated-classes/

Episode #11: What Should Your Advisor Be Doing

Financial advisors provide all sorts of services, and they have all sorts of designations and certifications. Find the right advisor for your needs.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-11-what-should-your-advisor-be-doing/

Episode #10: Finishing Strong

While you might worry about the financial aspect of retirement planning, your mentality toward retirement is just as important. Sean explains.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-10-finishing-strong/

Episode #9: The 60/40 Portfolio

The 60/40 rule suggests investors should put 60 percent of their portfolio in stocks and 40 percent in bonds. Sean weighs the merits of this rule of thumb.

Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-9-60-40-portfolio/