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.
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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?
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
Diffusing the Tax Time Bomb
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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