Retirement Elevated Podcast with Sean Lee
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Episodes
Feb 7, 2019
Feb 7, 2019
13 min
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/
Jan 24, 2019
Jan 24, 2019
11 min
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/
Jan 14, 2019
Episode #11: What Should Your Advisor Be Doing
Jan 14, 2019
Jan 14, 2019
14 min
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/
Jan 3, 2019
Episode #10: Finishing Strong
Jan 3, 2019
Jan 3, 2019
15 min
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/
Dec 27, 2018
Episode #9: The 60/40 Portfolio
Dec 27, 2018
Dec 27, 2018
14 min
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/
Dec 20, 2018
Episode #8: Real Advising Is Problem-Solving
Dec 20, 2018
Dec 20, 2018
23 min
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/
Dec 13, 2018
Episode #7: Asking Wrong Financial Questions
Dec 13, 2018
Dec 13, 2018
17 min
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/
Dec 6, 2018
Dec 6, 2018
18 min
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/
Nov 15, 2018
Episode #5: The Right Advisor For Your Situation
Nov 15, 2018
Nov 15, 2018
15 min
With so many different titles and acronyms out there, how do you know you're choosing the right advisor to handle your money? This week's episode will give you some invaluable insight into how to find the perfect advisor for you and for your specific situation, so you can feel confident that your retirement savings are in good hands.
Nov 1, 2018
Nov 1, 2018
11 min
What's more important: investing in items or experiences? Sean will talk about the importance of travel, experiences, and creating long-lasting memories that can lead to a truly fulfilling retirement.









