Retirement Elevated Podcast with Sean Lee-logo

Retirement Elevated Podcast with Sean Lee

Business & Economics Podcasts

Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.

Location:

United States

Description:

Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.

Language:

English

Contact:

9193781410


Episodes

Facing Financial Villains

3/14/2024
Movie villains are usually pretty easy to identify with their ominous music, masks, and often dark clothing. In the financial world, some of the villains can be a bit harder to spot. We talk about some of the most infamous movie villains and share what they have in common with some of the dark and scary things financially speaking. From the Wicked Witch of the West and her flying monkeys to the hardships that inflation can cause, which of these villains are you ready to face head-on? Here’s some of what we discuss in this episode: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:13:43

Important Ages in Retirement

2/8/2024
What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of these, thinking through what you should be doing with the money can make a huge impact in your financial life. Here’s some of what we discuss in this episode: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:13:51

Portfolio Expectations

1/25/2024
What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be. We discuss some of the differences in expectations across the globe. More than that, we consider what the meaning of those returns are and how much we should place value on them. What does your lifestyle require? How can you create more clarity with your finances? Here’s some of what we discuss in this episode: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:11:52

Financial Fill in the Blank

12/21/2023
Let’s play a game of fill in the blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement? What’s the biggest financial mistake retirees make? Here’s some of what we discuss in this episode: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:12:40

Financial Lessons from Homer Simpson

12/7/2023
Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn. From what we are teaching our kids about money to facing uncertainty about our retirement savings, you’ll want to have some healthy financial habits. You also likely have a number of goals you want to achieve. Having a financial plan in place will give you the strategy and action steps needed to get there. Here’s some of what we discuss in this episode: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:17:06

Easy Wins in Personal Finance (Part 2)

11/16/2023
Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial life. If you didn’t hear part one, go back and listen to hear what other simple financial steps you can take. Here’s some of what we discuss in this episode: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:14:29

Easy Wins in Personal Finance (Part 1)

11/2/2023
From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes to your financial life. These things can add up to make a big difference, so stay tuned! Here’s some of what we discuss in this episode: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:12:31

Dissecting Dave Ramsey’s Advice

9/14/2023
Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views on social media. Today, we talk through what’s what and see what Sean thinks as a financial advisor. Make sure your financial strategy is customized to your unique needs and goals. Here is the financial advice we discuss to see if it rings true: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:15:19

Financial Advising Relationships: Local vs. Remote

8/31/2023
The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client? Here’s what we talk about on today’s show: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:14:35

Rounding Third: Sean’s New Book

7/27/2023
While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided. On today’s podcast we talk about his book, Rounding Third: Preparing for Your Finances for the Home Stretch to Retirement. This short and straightforward read has a lot of easy-to-understand financial lessons. You can learn a lot from the game of baseball. These lessons and analogy carry a lot of meaning for Sean as he relates it to what you need to know when preparing for retirement. Here’s what we talk about on today’s show: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:11:43

Well I Heard…

7/20/2023
We all hear sayings and information that may or may not be true. Are you basing your financial plan on things you heard through the grapevine without finding out if it rings true for you? Instead of going off of what you’ve heard, ask yourself: “What do I want my life to look like?” Join us as we discuss these common ideas and share some questions that will help you make a plan that aligns with your personal goals. Here are the things people “hear” all the time and what Sean has to say about them: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:16:27

Reasons Why People Don’t Visit With An Advisor

6/29/2023
Not everyone has a financial advisor they know and trust. It can be scary to trust a financial advisor, especially when it comes to your nest egg. Sean talks about how he builds trust with clients and what it takes to find the right fit. You want to find someone who can create a financial plan that you are willing to follow and feel confident about. Here are the reasons people don’t visit an advisor that we talk about on today’s show: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:16:17

Busy, Busy, Lee: An Update on Elevated Retirement Group

5/25/2023
After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations. Here are the updates Sean shares on today’s show: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:13:13

Having Financial Hindsight

4/6/2023
If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more proactive and prepared for financial decisions now and in the future. Here’s what we'll talk about today: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:16:55

Easy Ways to Ruin Retirement

3/23/2023
After saving and waiting for so many years, no one wants to make a big mistake that ruins retirement! Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities of retirement and some easy ways you could ruin it, drawing on Sean’s insightful conversations with clients as they navigate this new chapter in their lives. Here are the ways you can easily ruin your retirement: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:14:56

Financial Planning with Yogi Berra

3/2/2023
Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From assessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra. Here are the quotes we discuss on today’s show: For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:14:24

The Biggest Retirement Challenge No One Talks About

2/16/2023
In this episode, Marc and Sean will discuss a recent CNBC article about a man who ‘un-retired’ at 67 because he was bored and restless. What are the biggest issues people face when they don’t have a plan for retirement? We’ll tell you what we’ve seen and talk about what you can do to avoid that feeling. Here’s a little of what we discuss in this episode: Read the CNBC article: https://www.cnbc.com/2022/06/15/67-year-old-who-unretired-at-62-shares-the-biggest-retirement-challenge-that-no-one-talks-about.html For more, visit us online at https://retirementelevatedpodcast.com/

Duration:00:13:13

What You Need To Know About Secure Act 2.0

1/26/2023
The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out. Here’s what you'll learn about on today’s show: Get in touch with Sean and the team at https://retirementelevatedpodcast.com/

Duration:00:18:50

100th Episode Special with a Surprise Guest

1/12/2023
In honor of our 100th episode, we have a special guest on the show! Sean’s son, Michael, joins us and shares about his experience having his dad as a coach. From exercises to tournaments, there’s a lot that goes into it. While Sean coaches Michael in baseball, he also coaches several people throughout the week when it comes to retirement. Do you need a coach when it comes to retirement planning? Here’s what Michael shares in today’s show: Get in touch with Sean and the team at https://retirementelevatedpodcast.com/

Duration:00:07:53

The Desire to Retire

12/15/2022
Some people dream about retiring and it can’t come soon enough. For others, maybe it’s something they are putting off. We talk through the varying degrees of interest and readiness in retirement and how to plan accordingly. Here are the reasons you wonder about getting a new advisor: Get additional financial resources online: https://retirementelevatedpodcast.com/

Duration:00:14:07