81 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.

    The Things You Can Control (And The Things You Can’t)

    The Things You Can Control (And The Things You Can’t)

    There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now.


     


    What we discuss: 


    1:19 - Can’t control the market.


    4:49 - Can’t control how long you’re going to live.


    6:40 - Taxes are inevitable.


    8:47 - Is Social Security a part of your future?


     


    Get additional financial information: https://retirementelevatedpodcast.com/

    • 12 min
    New Year’s Financial Checklist

    New Year’s Financial Checklist

    What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.


     


    What we discuss: 


    1:23 - Adjust tax withholdings.


    3:43 - Assess retirement contributions.


    5:52 - Gather your tax information.


    8:19 - What’s your overall retirement health?


     


    Get additional financial information: https://retirementelevatedpodcast.com/

    • 11 min
    Classic Christmas Characters

    Classic Christmas Characters

    What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.


     


    Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-79-classic-christmas-characters/


     


    What we discuss: 


    0:34 - Sean has big holiday plans!


    1:39 - Are you like Cousin Eddie?


    4:10 - Scrooge is a classic stingy guy about money.


    7:02 - George Bailey was always stressed.


    9:19 - Kevin McCallister had to figure out how to make it on his own.

    • 13 min
    End of the Year Financial Moves

    End of the Year Financial Moves

    What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.


     


    Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-78-end-of-the-year-financial-moves/


     


    What we discuss: 


    1:06 - Is it too late to max out retirement contributions?


    2:48 - Have you taken out your RMDs?   


    4:04 - Explore tax-loss harvesting possibilities.


    5:30 - Are you giving to charity?


    6:55 - Will purchases give you a tax credit?


    7:49 - Is a Roth conversion right for you?

    • 11 min
    Financial Half Truths

    Financial Half Truths

    Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know.


     


    Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-77-financial-half-truths/


     


    What we discuss: 


    0:20 - What are Sean’s and Marc’s favorite holidays?


    2:05 - “Don’t worry about those losses.”


    5:25 - “The fees are less than one percent.”


    7:43 - “Diversification is key.”

    • 13 min
    Mistakes to Avoid When Choosing a Financial Advisor

    Mistakes to Avoid When Choosing a Financial Advisor

    Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor?


     


    Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/


     


    What we discuss: 


    0:26 - Sean’s getting ready for the holidays.


    1:43 - How can you avoid making mistakes when looking for an advisor?


    4:27 - Bigger is not always better.  


    6:58 - Don’t pretend you know, ask questions.


    9:17 - Work with the advisor with the right specialty.

    • 13 min

Customer Reviews

4.3 out of 5
3 Ratings

3 Ratings

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