Retirement Elevated Podcast with Sean Lee
Business:Investing
Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
Read more and get additional financial resources here: https://wp.me/paeqsR-bi
What we discuss on this show:
1:39 - What is a values-based retirement plan?
5:02 - Does your retirement plan align with your moral beliefs?
6:32 - What is your charitable giving plan?
7:47 - Do you want to work longer?
10:08 - How does education play a part in your retirement plan?
The Things You Can Control (And The Things You Can’t)
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®
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