Retirement Elevated Podcast with Sean Lee
Business:Investing
Have you stopped to think about what you want retirement to look like? Past your financials, retirement planning has a lot to do with your goals and wants when it comes to how you plan to spend your time. Today, Sean talks with Daniel Allgaier, CFP®, about the mindset and the end goal when it comes to retirement.
Read more and get additional financial resources here: https://wp.me/paeqsR-bU
What we discuss on this episode:
2:07 - When you build your financial plan, what’s the math problem?
3:38 - What will you do in retirement?
5:30 - Retirement is a big change.
7:59 - Have a mapped out plan about your time in retirement.
10:13 - Act as if you’re retired already.
13:28 - Are you prepared for what retirement is?
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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