Retirement Elevated Podcast with Sean Lee
Business:Investing
From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan.
Read more and get additional financial resources here: https://wp.me/paeqsR-d6
What we discuss on this episode:
1:49 - What scares people about retirement?
3:38 - Which is scarier: inflation, rising taxes, or market volatility?
5:51 - What tax bracket do people find themselves in during retirement?
6:03 - Which tax situation best describes people in retirement?
8:17 - How much money does the average person need saved for retirement?
9:52 - What do people wish they had more of?
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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