Retirement Elevated Podcast with Sean Lee

2020 End of Year Planning Ideas

November 19, 2020

As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving vs. spending, Sean reflects on what’s been going on in our country.


Read more and get additional financial resources here: 


What we discuss on this show: 

1:02 - How is the market reacting to the election? 

2:49 - What tax prep should you be doing now?

5:05 - COVID is spiking all over the country and world.

7:10 - What kind of spending might happen in the future?

9:01 - Should we be reinvesting our savings or holding onto it?