Retirement Elevated Podcast with Sean Lee
Business:Investing
Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.
Read more and get additional financial resources here: https://wp.me/paeqsR-cS
What we discuss on this episode:
0:26 - Sean’s enjoying summer time.
1:11 - What tax documents should you keep on file?
2:59 - What healthcare documents do you need?
5:20 - What other legal documents do you need to keep?
7:34 - What asset or debt related documents do you have?
9:25 - What do business owners need to keep?
11:13 - What about your mortgage?
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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