75 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 • 3 Ratings

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

    Lazy Money

    Lazy Money

    Is it time to put your lazy money to work? On today’s show, we talk about what lazy money is and why you shouldn’t keep too much of it lying around.


     


    Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-75-lazy-money/


     


    What we discuss: 


    1:00 - What is lazy money?


    3:09 - Why do people have it?


    4:29 - Why is having lazy money dangerous?  


    6:43 - How does Sean help?

    • 12 min
    This One’s On The House

    This One’s On The House

    What kind of decisions do you need to make when it comes to your home in retirement? Sean talks through several scenarios people tend to consider when it comes to their house.


     


    Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/this-ones-on-the-house/


     


    What we discuss: 


    0:39 - How’s everything been?


    1:28 - Feeling ready to downsize?


    4:23 - Should you pay off the house?


    6:22 - Thinking about a vacation home?


    8:22 - Wondering about moving out of state?


    10:20 - What are the perks of a retirement community?


     

    • 14 min
    Questionable Financial Advisors

    Questionable Financial Advisors

    What are the questionable kinds of financial advisors you should look out for? On today’s podcast we have a bit of fun as we categorize a few different types of advisors you may want to steer clear of.


     


    Read more and get additional financial resources here: https://wp.me/paeqsR-dc 


     


    What we discuss on this episode: 


    0:40 - What are Sean’s Labor Day plans?


    2:40 - The guy with a hammer.


    3:49 - The oxygen hog.


    5:40 - The car trunk operator.


    9:29 - The non-answerer.

    • 13 min
    Multiple Choice Retirement Quiz

    Multiple Choice Retirement Quiz

    From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan.


     


    Read more and get additional financial resources here: https://wp.me/paeqsR-d6 


     


    What we discuss on this episode: 


    1:49 - What scares people about retirement?


    3:38 - Which is scarier: inflation, rising taxes, or market volatility?


    5:51 - What tax bracket do people find themselves in during retirement?


    6:03 - Which tax situation best describes people in retirement?


    8:17 - How much money does the average person need saved for retirement?  


    9:52 - What do people wish they had more of?  

    • 12 min
    What Issues Should I Consider Before I Retire?

    What Issues Should I Consider Before I Retire?

    Let’s go through the retirement checklist to cover all the key issues you should think about before retirement. How prepared are you?


     


    Read more and get additional financial resources here: https://wp.me/paeqsR-cY 


     


    What we discuss on this episode: 


    0:50 - What should we consider before we retire?


    2:52 - Are you retiring early?


    4:24 - What is the Social Security elimination windfall? 


    5:38 - What do you need to know if you’re divorced or widowed?


    8:13 - What health insurance issues do you need to cover? 


    9:48 - What about dental or vision insurance?


    11:03 - What happens to your HSA?


    11:32 - What about Medicare?


    12:41 - If you’re disabled, what do you need to know?


    13:16 - Are you concerned about funding long-term care?  

    • 15 min
    What Important Documents Should You Keep?

    What Important Documents Should You Keep?

    Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.


     


    Read more and get additional financial resources here: https://wp.me/paeqsR-cS 


     


    What we discuss on this episode: 


    0:26 - Sean’s enjoying summer time. 


    1:11 - What tax documents should you keep on file?


    2:59 - What healthcare documents do you need?


    5:20 - What other legal documents do you need to keep?


    7:34 - What asset or debt related documents do you have?


    9:25 - What do business owners need to keep?


    11:13 - What about your mortgage?  

    • 14 min

Customer Reviews

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3 Ratings

3 Ratings

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