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.
Famous Last Words (You Don’t Want to Say About Retirement!)
5 Simple Retirement Questions
When Is It Safe to Retire?
5 Financial Pain Points
Settle The Debate - Right Or Wrong?
Why Your Retirement Is More Than Just Investments
Episode #14: DIY Retirement Planning
Episode #13: The Upsides And Downsides Of Being An Informed Consumer
Episode #12: The 411 On Retirement Elevated Classes
Episode #11: What Should Your Advisor Be Doing
Episode #10: Finishing Strong
Episode #9: The 60/40 Portfolio
Episode #8: Real Advising Is Problem-Solving
Episode #7: Asking Wrong Financial Questions
Episode #6: 7 Reasons You Need More Than A Robo-Advisor
Episode #5: The Right Advisor For Your Situation
Episode #4: Invest Lifestyle Expenses On Memorable Experiences
Episode #3: Required Minimum Distributions
Episode #2: Creative Tax Strategies
Episode #1: The 10 Important Questions You Should Ask Your Advisor
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