Retirement Elevated Podcast with Sean Lee
Business:Investing
Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.
Read more and get additional financial resources here: https://wp.me/paeqsR-aU
Check out the 'Life is a Ballgame' PDF: https://wp.me/aaeqsR-aV
What we discuss on this show:
1:46 - Shoring up retirement income strategy is like the middle innings in baseball.
4:01 - Planning for healthcare costs is an important strategy.
6:36 - Tax efficient strategies change over time.
1:46 - Shoring up retirement income strategy is like the middle innings in baseball.
4:01 - Planning for healthcare costs is an important strategy.
6:36 - Tax efficient strategies change over time.
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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