Retirement Elevated Podcast with Sean Lee
Business:Investing
In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and what to do if this doesn’t describe your relationship with an advisor).
Reasons to be thankful for the financial advisor in your life:
Get additional financial resources online:
https://retirementelevatedpodcast.com/
What You Need To Know About Secure Act 2.0
100th Episode Special with a Surprise Guest
The Desire to Retire
When the Grass Looks Greener with Another Advisor
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
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