Retirement Elevated Podcast with Sean Lee
Business:Investing
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?
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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