100 episodes

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

Retirement Elevated Podcast with Sean Lee Sean Lee

    • Business
    • 4.3 • 4 Ratings

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

    What You Need To Know About Secure Act 2.0

    What You Need To Know About Secure Act 2.0

    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:
    The RMD age was pushed back. (1:53)
    How does this change with a Roth 401(k)? (4:02)
    Automatic enrollment is being implemented. (7:27)
    Student loan debt payments can be matched. (9:23)
    Changes to 529 plans. (11:43)
    Company matches can be in a Roth account. (13:55)
     
    Get in touch with Sean and the team at https://retirementelevatedpodcast.com/ 

    • 18 min
    100th Episode Special with a Surprise Guest

    100th Episode Special with a Surprise Guest

    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:
    What kind of drills do they work in at baseball? (1:40)
    Sean shares about his two favorite things to talk about. (4:10)
    What does Michael like? (4:29)
    Where does Michael want to go to college? (5:36)
    What’s Michael’s favorite baseball team? (6:13)
     
    Get in touch with Sean and the team at https://retirementelevatedpodcast.com/ 

    • 7 min
    The Desire to Retire

    The Desire to Retire

    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:
    I love what I do. (1:30)
    I could retire, but my job is still a good situation. (3:37)
    I have no idea if I can retire or not. (5:46)
    Retirement should be soon. (8:04)
    I hate my job and can’t wait to get out. (9:49)
    Get additional financial resources online:
    https://retirementelevatedpodcast.com/ 

    • 14 min
    When the Grass Looks Greener with Another Advisor

    When the Grass Looks Greener with Another Advisor

    As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might be worthwhile and why some of these reasons don’t have to be dealbreakers.
    Here are the reasons you wonder about getting a new advisor:
    Making a mistake that costs you money. (1:28)
    The business has gotten too big. (4:09)
    A dinner seminar has some appeal. (6:47)
    I’m moving across the country. (9:48)
    The market has been volatile. (13:35)
    Get additional financial resources online:
    https://retirementelevatedpodcast.com/ 

    • 18 min
    Things to Be Thankful For

    Things to Be Thankful For

    In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and what to do if this doesn’t describe your relationship with an advisor). 
     
    Reasons to be thankful for the financial advisor in your life:
    For providing a comprehensive plan to build and protect your wealth. (2:28)
    Finding clarity and good expectations in the relationship. (4:56)
    Working with a fiduciary. (6:36)
    Having a trustworthy advisor. (9:02)
    Being able to have conversations and regular communication (11:11)
    Get additional financial resources online:
    https://retirementelevatedpodcast.com/ 

    • 14 min
    3 Biggest Financial Assets

    3 Biggest Financial Assets

    What are your three biggest assets when it comes to saving for your retirement and your future? For most people, this is your 401(k), your house, and Social Security. We talk today about how to best leverage these assets and manage them properly. It can make all the difference in retirement.
    Timestamps:
    What kind of strategy went into picking the fund for your 401(k)? (1:23)
    What happens with that 401(k) when you’re ready to retire? (2:42)
    Is your home an asset you’ll want to use later? (4:31)
    Social Security is much bigger than you realize. (7:41)
     
    Get additional financial resources online:
    https://retirementelevatedpodcast.com/ 

    • 12 min

Customer Reviews

4.3 out of 5
4 Ratings

4 Ratings

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