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/
Hidden Expenses
ALERT: Special Market Update
The Financial Planning Process
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
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