Retirement Elevated Podcast with Sean Lee Sean Lee

Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs. Sean outlines the importance of clarity and confidence in your financial situation. He stresses that knowing the math problem- what you'll need versus what you'll have- is the first step toward a robust retirement plan.
 
Here’s some of what we discuss in this episode:
What does “peace of mind” mean in retirement?
The three ways to create income from your investments.
Having and keeping financial independence in retirement.
 
For more, visit us online at https://retirementelevatedpodcast.com/ 

Have you ever wondered about the decisions in life that you can't take back? Today, we deep dive into the irreversible choices that can shape your financial future, especially when it comes to retirement.
 
Here’s some of what we discuss in this episode:
When you start taking Social Security matters.
Choose wisely regarding your pension benefits.
You can’t get life insurance once it’s too late and your family needs it.
How to know what the right retirement date is for you.
 
For more, visit us online at https://retirementelevatedpodcast.com/ 
 
 

What kinds of financial mistakes do people make amidst a divorce? If you find yourself facing a divorce, there are some financial things you will want to be aware of as you move forward. From how to divvy up assets in a way that is financially sound to dealing with your emotions, there’s a lot to keep in mind. 
 
Here’s some of what we discuss in this episode:
Choosing the house over other financial assets.
Don’t ignore tax implications of retirement funds.
Rolling a spouse’s retirement account directly into an IRA.
Your emotions can cloud your decision-making.
How does an advisor help a couple getting a divorce?
 
For more, visit us online at https://retirementelevatedpodcast.com/ 

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:
Inflation shows up with a vengeance.
Overly fixating on one issue or financial product can be risky.
Individualized plans can make a difference.
 
For more, visit us online at https://retirementelevatedpodcast.com/ 

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:
The unofficial kickoff of retirement is age 50.
Age 55 is when you need to think about your 401(k) options.
When you turn 59 and a half, you have access to your funds.
Under current law, age 62 allows you to withdraw from Social Security.
At 73 (currently) you have to start taking money out of your retirement accounts. 
What’s the most important age?
 
For more, visit us online at https://retirementelevatedpodcast.com/ 

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:
Investment return expectations for investors vs. financial advisors.
How do we manage expectations?
What do I need to make my lifestyle possible?
Should we plan for a recession?
 
For more, visit us online at https://retirementelevatedpodcast.com/