Retirement Elevated Podcast with Sean Lee

10 Step Layoff Survival Guide, Part 1

What do you do if you get laid off? How can you turn a bad situation into an opportunity? We dive into what you need to do in the first of a two-part series.
 
Read more and get additional financial resources here: https://wp.me/paeqsR-ak 
 
Download our survival guide PDF: https://wp.me/aaeqsR-al 
 
What we discuss on this episode: 
0:55 - Have you been laid off or are you on the cusp of retirement?
2:52 - Step 1: Keep calm and take it one step at a time. 
4:25 - Step 2: Determine your expenses.
7:49 - Step 3: Create an inventory of resources.
10:02 - Step 4: Add in severance pay.
12:14 - Step 5: Understanding how unemployment benefits work. 

Talking with Matt Zagula about SMART Retirement and Taxation

What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book to use as a resource when considering what you can do now, ahead of an unknown future.
 
Read more and get additional financial resources here: https://wp.me/paeqsR-ab 
 
On today's show: 
0:29 - Introducing today’s guest author, Matt Zagula.
1:10 - What inspired the book, SMART Retirement?
2:39 - Why did a medical doctor write the book’s foreword?
4:22 - Where are our tax rates going and why?
6:38 - What is the process of planning?
7:23 - Are you going to an old way of thinking or adjust to how the world is changing?
8:41 - What are the two dates listed in the book? 
11:46 - What kind of taxes do you need to consider for the future?
13:48 - What is fuzzy financial math you need to look out for?
17:50 - What is SMART?

5 Easy Ways to Ruin Your Retirement

Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.
 
Read more and get additional financial resources here: https://wp.me/paeqsR-9Z 
 
On today's show: 
1:12 – Retirement planning is more mental than dollars and cents
2:27 – Treating retirement like a destination rather than a new phase of your life
3:30 – Managing retirement changes as you age
5:23 – Retirement won’t solve all your problems
9:37 – Making assumptions about your monthly spending habits
11:29 – Being active can be just as important in retirement
14:36 – Are you still investing like you’re 25?

How to Find the Right Advisor

One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? Join us as we lay out some of the criteria that needs to be high on your list.
 
Read more and get additional financial resources here: https://wp.me/paeqsR-9T 
 
Today's show schedule: 
0:45 - Are you looking for the advisor who is best?
3:39 - How do you find the right advisor?
4:45 - What phase of life are you in?
6:13 - What is important to you with an advisor?
8:03 - What kind of technology is available with your advisor?
0:45 - Are you looking for the advisor who is best?
3:39 - How do you find the right advisor?
4:45 - What phase of life are you in?
6:13 - What is important to you with an advisor?
8:03 - What kind of technology is available with your advisor?

Baseball and Financial Planning with John Buck

What do baseball and financial planning have in common? In addition to Sean’s love for both, you may find that the mindset is often similar. On today’s show we get to talk with John Buck to hear how his experience as a player relates to financial planning.
Show Notes, Resources & Contact Info:
https://retirementelevatedpodcast.com/
Timestamps:
0:34 - John Buck joins the podcast today and shares about his time playing baseball.
6:06 - What is John up to now?
11:39 - What is your game plan or blueprint for success?
15:55 - Game prep for the next game before you get there.
18:29 - Adjustments sometimes have to be made.
20:20 - What is coming up?
22:14 - Your goal is to prepare for what is to come.
24:41 - Your decisions in the end can make the biggest difference.
26:29 - Why is your mental state key to winning?
35:22 - How is John helping the community?

State of the Market with Mike Sorrentino

On the show this week, Mike Sorrentino joins us to talk about the current status of the market, a second wave of coronavirus, and how it all might play together in the second half of the year.
 
Read more and get additional financial resources here: https://wp.me/paeqsR-9G 
 
Today's show schedule: 
1:28 - What’s going on with the state of the market?
2:32 - Why are the markets continuing to run while the economy is so bad?
4:21 - Could this recession be over before it even begins?
6:13 - What are the trends that support this theory?
8:30 - Last week experienced massive volatility and spikes in coronavirus cases, are we in for another correction?

Why We Aren’t Panicking About The Economy

During uncertain times, you may feel uncertain about your finances and the economy. Sean shares why he isn’t panicked right now to help you also feel more confident about the future.
 
Read more and get additional financial resources: https://wp.me/paeqsR-9v 
 
Today's show schedule: 
3:14 - This is not the same as 2008.
4:32 - What was the lead up in 2007 and 2020?
6:37 - How has the Fed reacted?
8:01 - Consumer spending has continued.
11:05 - Is this going to end up being more of the “great suppression”?

Office Reopening and Things to Know

As we transition into the next phase in Utah, how is the Elevated Retirement Group shifting and responding? What should you expect in the office and what kind of safety precautions are taking place?
 
Read more and get additional financial resources here: https://wp.me/paeqsR-9q 
 
Today's show schedule: 
0:28 - What is happening at the office?
3:27 - Virtual meetings will continue.
4:17 - Masks will be worn in the office.
5:21 - Social distancing will be maintained.
6:02 - This may be inconvenient, but we want to do everything we can to keep safe.

5 Things to Know About the CARES Act

The CARES Act was recently passed as a response to coronavirus. What kind of financial significance could it have on you and how might you be able to benefit from it? We run through the key provisions you need to know about.
 
Read more and get additional resources here: https://wp.me/paeqsR-9k 
 
Today's show schedule: 
0:45 - What’s the status of life and business for Sean?
1:40 - What has changed with RMDs?
3:43 - What are your options with 401(k) loans?
5:09 - Will anything change with Social Security?
6:43 - Will this pandemic put pressure on the Social Security trust funds?
7:29 - What are new coronavirus-related distribution exceptions?
8:58 - What opportunity can we find to strengthen out of this?
9:53 - What changes are there in regards to charitable distributions?

Being Proactive With Your Financial Plan During a Pandemic

Coronavirus has caused the markets to correct. It’s also caused a lot of fear. What should you do? Let's talk about taking a proactive approach to your finances during this turbulent time. 
 
Read more and get additional resources: https://wp.me/paeqsR-9a 
 
Today's rundown: 
0:46 - What kind of opportunity is there in the market?
2:55 - What fundamental issues do not change when it comes to planning?
4:29 - Have a stress-test done. Are you prepared?
7:03 - Take action!
8:28 - There’s volatility in the market, but also good buying opportunities.