Retirement Elevated Podcast with Sean Lee
Business:Investing
One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? Join us as we lay out some of the criteria that needs to be high on your list.
Read more and get additional financial resources here: https://wp.me/paeqsR-9T
Today's show schedule:
0:45 - Are you looking for the advisor who is best?
3:39 - How do you find the right advisor?
4:45 - What phase of life are you in?
6:13 - What is important to you with an advisor?
8:03 - What kind of technology is available with your advisor?
0:45 - Are you looking for the advisor who is best?
3:39 - How do you find the right advisor?
4:45 - What phase of life are you in?
6:13 - What is important to you with an advisor?
8:03 - What kind of technology is available with your advisor?
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®
The Financial Plan Guessing Game
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