Retirement Elevated Podcast with Sean Lee
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Listen on:
Episodes
Thursday Mar 07, 2019
Thursday Mar 07, 2019
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/
Thursday Feb 21, 2019
Thursday Feb 21, 2019
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/
Thursday Feb 07, 2019
Thursday Feb 07, 2019
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/
Thursday Jan 24, 2019
Thursday Jan 24, 2019
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/
Monday Jan 14, 2019
Monday Jan 14, 2019
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/
Thursday Jan 03, 2019
Thursday Jan 03, 2019
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/
Thursday Dec 27, 2018
Thursday Dec 27, 2018
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/
Thursday Dec 20, 2018
Thursday Dec 20, 2018
Advising involves investing, but it's so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving.
Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-8-problem-solving/
Thursday Dec 13, 2018
Thursday Dec 13, 2018
Many people ask wrong financial questions. They get caught up in the minutia rather than focusing on the larger vision for their retirement. Sean explains.
Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-7-wrong-financial-questions/
Thursday Dec 06, 2018
Thursday Dec 06, 2018
With the increasing popularity of the robo-advisor, you might question whether you need to work with a real advisor. We share seven reasons why you should.
Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/episode-6-7-reasons-you-need-more-than-a-robo-advisor/