Retirement Elevated Podcast with Sean Lee
Business:Investing
When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions.
Key topics on this episode:
0:39 - Ready to play Jeopardy?
1:55 - High fees and broken promises with market risk.
3:25 - What requires a financial professional to put the client’s interests first?
5:01 - What financial phenomenon always returns?
7:39 - This forces retirees to drain their retirement accounts.
10:17 - What defined benefit retirement program is becoming scarce?
Get additional financial resources online: https://retirementelevatedpodcast.com/
What Accounts Do I Withdraw From First In Retirement?
Retirement Baseball
Rookie Investment Mistakes
Retirement Satisfaction
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
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