Retirement Elevated Podcast with Sean Lee
Business:Investing
Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?
Read more and get additional financial resources here: https://wp.me/paeqsR-cs
What we discuss on this episode:
1:02 - The economy is made up of several components.
4:32 - Fund your Roth 401(k).
6:02 - Is cash value life insurance worth considering?
9:09 - Have you considered a Roth conversion?
Retirement Satisfaction
Irreversible Financial Decisions
Financial Mistakes Made During Divorce
Facing Financial Villains
Important Ages in Retirement
Portfolio Expectations
Financial Fill in the Blank
Financial Lessons from Homer Simpson
Easy Wins in Personal Finance (Part 2)
Easy Wins in Personal Finance (Part 1)
Dissecting Dave Ramsey’s Advice
Financial Advising Relationships: Local vs. Remote
Rounding Third: Sean’s New Book
Well I Heard…
Reasons Why People Don’t Visit With An Advisor
Busy, Busy, Lee: An Update on Elevated Retirement Group
Having Financial Hindsight
Easy Ways to Ruin Retirement
Financial Planning with Yogi Berra
The Biggest Retirement Challenge No One Talks About
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