Retirement Elevated Podcast with Sean Lee
Business:Investing
One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? Join us as we lay out some of the criteria that needs to be high on your list.
Read more and get additional financial resources here: https://wp.me/paeqsR-9T
Today's show schedule:
0:45 - Are you looking for the advisor who is best?
3:39 - How do you find the right advisor?
4:45 - What phase of life are you in?
6:13 - What is important to you with an advisor?
8:03 - What kind of technology is available with your advisor?
0:45 - Are you looking for the advisor who is best?
3:39 - How do you find the right advisor?
4:45 - What phase of life are you in?
6:13 - What is important to you with an advisor?
8:03 - What kind of technology is available with your advisor?
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
100th Episode Special with a Surprise Guest
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