Retirement Elevated Podcast with Sean Lee

Planning During High Anxiety Times

Are you feeling a bit anxious about your financial situation every time you read or watch the news? Sean talks through current events and what kind of economic impact they could have.
 
Read more and get additional financial resources here: http://retirementelevatedpodcast.com 
 
What we discuss in this episode: 
0:13 - What is happening at the tank?
1:48 - What is happening with Ukraine?
3:43 - How will this volatility impact us?
6:21 - Are we headed into a recession?
9:00 - What should we do about market volatility?
 
 

Hidden Expenses

What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.  
 
What we discuss: 
0:32 - Youth baseball season is back!
1:46 - Mutual fund expenses can be hard to find.
3:11 - Variable annuities are notorious for hidden fees.   
5:40 - Inflation is back with a vengeance.
8:18 - Tax increases will impact us.
10:06 - People are ready to spend on leisure.
 
Get additional financial information: https://retirementelevatedpodcast.com/

ALERT: Special Market Update

How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update show, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more.
 
What we discuss: 
0:55 – Let’s talk through this
1:55 – Catalysts for volatility
5:33 – What’s not being reported
11:06 – The shift that’s occurring now
13:28 – Geopolitical pressures with Russia
15:24 – Rising interest rates
18:15 – How does this impact spending?
20:11 – Starting early and going slow
23:01 – Adjustments based on fundamentals
23:49 – What are we not going to do?
26:34 – The economy is strong
 
Get additional financial information: https://retirementelevatedpodcast.com/

The Financial Planning Process

What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals.
 
What we discuss: 
0:30 - How do we feel about this year’s Super Bowl?
1:33 - What signs show an advisor is overly focused on selling?
2:35 - What information are they gathering about you?
2:54 - Are they pointing out the good and the bad?
3:41 - What’s the process at Retirement Elevated?
5:40 - What improvements have Sean made in the planning process?
6:58 - What advice would Sean give his former self?
8:42 - Is there something unique about the experience working with Retirement Elevated?
 
Get additional financial information: https://retirementelevatedpodcast.com/

The Things You Can Control (And The Things You Can’t)

There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now.
 
What we discuss: 
1:19 - Can’t control the market.
4:49 - Can’t control how long you’re going to live.
6:40 - Taxes are inevitable.
8:47 - Is Social Security a part of your future?
 
Get additional financial information: https://retirementelevatedpodcast.com/

New Year’s Financial Checklist

What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.
 
What we discuss: 
1:23 - Adjust tax withholdings.
3:43 - Assess retirement contributions.
5:52 - Gather your tax information.
8:19 - What’s your overall retirement health?
 
Get additional financial information: https://retirementelevatedpodcast.com/

Classic Christmas Characters

What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.
 
Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-79-classic-christmas-characters/
 
What we discuss: 
0:34 - Sean has big holiday plans!
1:39 - Are you like Cousin Eddie?
4:10 - Scrooge is a classic stingy guy about money.
7:02 - George Bailey was always stressed.
9:19 - Kevin McCallister had to figure out how to make it on his own.

End of the Year Financial Moves

What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.
 
Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-78-end-of-the-year-financial-moves/
 
What we discuss: 
1:06 - Is it too late to max out retirement contributions?
2:48 - Have you taken out your RMDs?   
4:04 - Explore tax-loss harvesting possibilities.
5:30 - Are you giving to charity?
6:55 - Will purchases give you a tax credit?
7:49 - Is a Roth conversion right for you?

Financial Half Truths

Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know.
 
Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-77-financial-half-truths/
 
What we discuss: 
0:20 - What are Sean’s and Marc’s favorite holidays?
2:05 - “Don’t worry about those losses.”
5:25 - “The fees are less than one percent.”
7:43 - “Diversification is key.”

Mistakes to Avoid When Choosing a Financial Advisor

Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor?
 
Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/
 
What we discuss: 
0:26 - Sean’s getting ready for the holidays.
1:43 - How can you avoid making mistakes when looking for an advisor?
4:27 - Bigger is not always better.  
6:58 - Don’t pretend you know, ask questions.
9:17 - Work with the advisor with the right specialty.