Retirement Elevated Podcast with Sean Lee
Business:Investing
More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode of the Retirement Elevated podcast, Sean shares the pros and cons of different investment accounts.
Read more and get additional financial resources here: https://wp.me/paeqsR-bs
What we discuss on this episode:
1:00 - What are the favorite activities right now with Sean’s kids?
3:05 - Different accounts have different tax consequences.
6:27 - Should you take the employer match?
9:17 - What are taxable accounts?
10:21 - What about CDs?
11:19 - What do you need to know about tax and life insurance?
13:28 - Fun fact: How long ago did the iPhone first come out?
100th Episode Special with a Surprise Guest
The Desire to Retire
When the Grass Looks Greener with Another Advisor
Things to Be Thankful For
3 Biggest Financial Assets
Understanding Media Bias
Don’t Screw It Up
What Popular Fables Reveal About Our Personal Finances
Let’s Play Financial Jeopardy
The Ten Years Before Retirement
Navigating These Decision-Making Roadblocks
Stuff Dads Say and Do
Doing Research Before Financial Decisions
Retirement Pain Points
Asking the Wrong Questions
Planning During High Anxiety Times
Hidden Expenses
ALERT: Special Market Update
The Financial Planning Process
The Things You Can Control (And The Things You Can’t)
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