Retirement Elevated Podcast with Sean Lee

Maybe you’ve heard of it, but do you know how the SECURE Act could impact your retirement plans? Or what about the retirement options offered by your employer? Here are eight of the 29 provisions in the act to keep an eye on.
Full show notes: https://retirementelevatedpodcast.com/podcast/8-provisions-from-the-secure-act-of-2019/

Ask yourself, as an investor, what can you control? Starting with acknowledging what you can and cannot control will help you make better decisions and worry less when it comes to your investments.
Full show notes post: https://retirementelevatedpodcast.com/podcast/focus-on-what-you-can-control/
Thing's You'll Learn Along Today's Journey
3:50 What can we control as investors?
The things you can control are how you act and how you plan. Use the plan to help keep you in check.
You also control your timeline in terms of when you will pull your money out of your accounts.
6:37 What about risk?
Sean shares with us some of the best ways to evaluate how much risk is appropriate for your situation
How much risk will you take? That’s something you can decide for yourself.
In order for plans to be successful, you have to commit to your goals.
8:31 Control your panic level
Every investment might need adjustments, but you don’t want to jump around without a strategy. You need room to wiggle in your plan so that you can adapt and evolve.
Look at the things you can control and alleviate the pressure on the things you cannot control. For instance, there’s a possibility that taxes can change in the future, but you can look forward and strategize.
 
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The View From The Pinnacle
Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that helps you in the long run.
Check out the full show notes: https://wp.me/paeqsR-5n

“Hey, watch this!” is probably not the last phrase you want to utter in life. Likewise, let’s consider these phrases you often hear in the financial world that you don’t want to be saying in case something goes wrong. Talking through the good and bad will help prepare your mindset and your money for retirement. 
Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/famous-last-words-you-dont-want-to-say-about-retirement/

Some of retirement’s most important questions may seem simple. However, when you consider your options, these questions tend to get complicated. Join us as we unpack five seemingly simple questions about retirement.
Click here for more in-depth exploration of this topic and a recent blog post: https://retirementelevatedpodcast.com/podcast/5-simple-retirement-questions/

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/

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/

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/

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/

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/