Retirement Elevated Podcast with Sean Lee
Business:Investing
What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals.
What we discuss:
0:30 - How do we feel about this year’s Super Bowl?
1:33 - What signs show an advisor is overly focused on selling?
2:35 - What information are they gathering about you?
2:54 - Are they pointing out the good and the bad?
3:41 - What’s the process at Retirement Elevated?
5:40 - What improvements have Sean made in the planning process?
6:58 - What advice would Sean give his former self?
8:42 - Is there something unique about the experience working with Retirement Elevated?
Get additional financial information: https://retirementelevatedpodcast.com/
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
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast