Retirement Elevated Podcast with Sean Lee
Business:Investing
Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
Read more and get additional financial resources here: https://wp.me/paeqsR-bi
What we discuss on this show:
1:39 - What is a values-based retirement plan?
5:02 - Does your retirement plan align with your moral beliefs?
6:32 - What is your charitable giving plan?
7:47 - Do you want to work longer?
10:08 - How does education play a part in your retirement plan?
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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