Retirement Elevated Podcast with Sean Lee
Business:Investing
When was the last time you looked through your financial portfolio and got rid of the things you no longer need? As you move closer to retirement, your strategies will change and adjustments need to follow. So let’s look at four areas that you might considering trashing from your portfolio.
Show Notes and Additional Resources: https://retirementelevatedpodcast.com/podcast/taking-out-the-trash-from-your-portfolio/
Today's Rundown:
1:02 – What do we mean by taking out the trash?
1:23 – Debt is the first thing to get rid of.
3:03 – Reducing risk is a good idea as you approach retirement.
4:52 – ‘Lazy money’ – this money isn’t doing much for you so move it to a place that will
7:13 – Getting rid of someone that’s not working for you and looking out more for their own pocket.
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
What You Need To Know About Secure Act 2.0
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