Retirement Elevated Podcast with Sean Lee
Business:Investing
Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.
Read more and get additional financial resources here: https://wp.me/paeqsR-9Z
On today's show:
1:12 – Retirement planning is more mental than dollars and cents
2:27 – Treating retirement like a destination rather than a new phase of your life
3:30 – Managing retirement changes as you age
5:23 – Retirement won’t solve all your problems
9:37 – Making assumptions about your monthly spending habits
11:29 – Being active can be just as important in retirement
14:36 – Are you still investing like you’re 25?
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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