Retirement Elevated Podcast with Sean Lee
Business:Investing
As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving vs. spending, Sean reflects on what’s been going on in our country.
Read more and get additional financial resources here: https://wp.me/paeqsR-aT
What we discuss on this show:
1:02 - How is the market reacting to the election?
2:49 - What tax prep should you be doing now?
5:05 - COVID is spiking all over the country and world.
7:10 - What kind of spending might happen in the future?
9:01 - Should we be reinvesting our savings or holding onto it?
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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