Retirement Elevated Podcast with Sean Lee
Business:Investing
Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?
Read more and get additional financial resources here: https://wp.me/paeqsR-cs
What we discuss on this episode:
1:02 - The economy is made up of several components.
4:32 - Fund your Roth 401(k).
6:02 - Is cash value life insurance worth considering?
9:09 - Have you considered a Roth conversion?
The Things You Can Control (And The Things You Can’t)
New Year’s Financial Checklist
Classic Christmas Characters
End of the Year Financial Moves
Financial Half Truths
Mistakes to Avoid When Choosing a Financial Advisor
Lazy Money
This One’s On The House
Questionable Financial Advisors
Multiple Choice Retirement Quiz
What Issues Should I Consider Before I Retire?
What Important Documents Should You Keep?
What to Do When Facing a Forced Retirement
Unexpected Retirement Expenses
Common 401K Mistakes
The Key to Achieving Retirement Satisfaction
The SECURE Act - RMD & Inherited IRA Surprises
Getting The Right Mindset For Retirement
Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®
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