Retirement Elevated Podcast with Sean Lee
Business:Investing
The CARES Act was recently passed as a response to coronavirus. What kind of financial significance could it have on you and how might you be able to benefit from it? We run through the key provisions you need to know about.
Read more and get additional resources here: https://wp.me/paeqsR-9k
Today's show schedule:
0:45 - What’s the status of life and business for Sean?
1:40 - What has changed with RMDs?
3:43 - What are your options with 401(k) loans?
5:09 - Will anything change with Social Security?
6:43 - Will this pandemic put pressure on the Social Security trust funds?
7:29 - What are new coronavirus-related distribution exceptions?
8:58 - What opportunity can we find to strengthen out of this?
9:53 - What changes are there in regards to charitable distributions?
What You Need To Know About Secure Act 2.0
100th Episode Special with a Surprise Guest
The Desire to Retire
When the Grass Looks Greener with Another Advisor
Things to Be Thankful For
3 Biggest Financial Assets
Understanding Media Bias
Don’t Screw It Up
What Popular Fables Reveal About Our Personal Finances
Let’s Play Financial Jeopardy
The Ten Years Before Retirement
Navigating These Decision-Making Roadblocks
Stuff Dads Say and Do
Doing Research Before Financial Decisions
Retirement Pain Points
Asking the Wrong Questions
Planning During High Anxiety Times
Hidden Expenses
ALERT: Special Market Update
The Financial Planning Process
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