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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Episodes
Thursday Sep 08, 2022
Thursday Sep 08, 2022
When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them.
Timestamps:
0:51 - Don’t make any sudden decisions.
5:02 - Don’t jump into investments you don’t understand.
8:07 - Work with a professional.
9:36 - The plan is more than the investment.
11:22 - Do you want to DIY?
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