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 Financial Plan Guessing Game
What Can You Expect From a Virtual Meeting With Us?
What Tax Consequences Should You Be Aware Of?
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Financial Life and Baseball
2020 End of Year Planning Ideas
Mailbag: Is Now The Time For An Early Retirement?
Football and Financial Planning
10 Step Layoff Survival Guide, Part 2
10 Step Layoff Survival Guide, Part 1
Talking with Matt Zagula about SMART Retirement and Taxation
5 Easy Ways to Ruin Your Retirement
How to Find the Right Advisor
Baseball and Financial Planning with John Buck
State of the Market with Mike Sorrentino
Why We Aren’t Panicking About The Economy
Office Reopening and Things to Know
5 Things to Know About the CARES Act
Being Proactive With Your Financial Plan During a Pandemic
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