Retirement Elevated Podcast with Sean Lee
Business:Investing
For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions but rather that they fail to make any decision at all. Other people, however, react instantly without giving it much though. Today we'll discuss a few areas that people usually hold people up in the financial decision-making process and then we'll give you ways to move forward.
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Here's what you can expect on this episode:
2:55 - WE ALL HAVE SO MANY DECISIONS TO MAKE
5:09 - CAN YOU RESEARCH SOMETHING TOO MUCH?
6:39 - GENERAL CONFUSION CAN HOLD YOU UP
8:13 - WHAT IF YOU DON'T LIKE TALKING ABOUT MONEY?
11:17 - HOW TO DEAL WITH TRAUMATIC LIFE EVENTS
The Financial Plan Guessing Game
What Can You Expect From a Virtual Meeting With Us?
What Tax Consequences Should You Be Aware Of?
What Is Values-Based Financial Planning?
Is Your Financial Advisor Doing This?
Financial Life and Baseball
2020 End of Year Planning Ideas
Mailbag: Is Now The Time For An Early Retirement?
Football and Financial Planning
10 Step Layoff Survival Guide, Part 2
10 Step Layoff Survival Guide, Part 1
Talking with Matt Zagula about SMART Retirement and Taxation
5 Easy Ways to Ruin Your Retirement
How to Find the Right Advisor
Baseball and Financial Planning with John Buck
State of the Market with Mike Sorrentino
Why We Aren’t Panicking About The Economy
Office Reopening and Things to Know
5 Things to Know About the CARES Act
Being Proactive With Your Financial Plan During a Pandemic
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