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?
Financial Truths (In a World Full of Financial Fear)
Market Update: Coronavirus and Its Impact
Are You an Emotional Investor?
Will These News Headlines Matter for Your Finances in 2020?
Taking Out the Financial Trash
Do You Know What Fees and Commissions You’re Paying?
What You Need to Know About the SECURE Act
Finding The Silver Linings In Forced Retirement Situations
5 Ways We Sabotage Our Own Retirement
Why a Portfolio is Not a Plan
Why the Final Decade of Work is So Important for Planning
Financial Lessons We Can Learn From Flying
Busting the Biggest Financial Myths
Common Reasons People Stick the Wrong Financial Advisor
Developing the Right Financial Plan Takes These Steps
Navigating To Safety: How Your Financial Plan Is Like A Lighthouse
Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions
8 Provisions From The SECURE Act of 2019
Focus On What You Can Control
The True Value Of Working With A Financial Advisor
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