Retirement Elevated Podcast with Sean Lee
Business:Investing
No matter where you get your news, a few different storylines continue to dominate the headlines when it comes to finances in 2020. Let’s discuss three of the biggest topics of conversation this year and try to help you determine whether or not it matters for your retirement plan.
Show notes and additional resources: https://wp.me/paeqsR-8q
Today's rundown:
0:58 – Our main topic today is ‘Does it Matter?’
1:21 – 1st storyline: The 2020 presidential election. How much will this matter for investors?
3:56 – Historically, the market doesn’t have a significant reaction to the election. Are we in different times now?
6:05 – 2nd Storyline: The health insurance marketplace.
7:23 – What are the options for people that retire before the age of 65?
8:46 – 3rd Storyline: Social Security and the uncertainty.
12:12 – People often keep Social Security separate from their plan but it should all be a part of your retirement plan.
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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