Retirement Elevated Podcast with Sean Lee
Business:Investing
As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving vs. spending, Sean reflects on what’s been going on in our country.
Read more and get additional financial resources here: https://wp.me/paeqsR-aT
What we discuss on this show:
1:02 - How is the market reacting to the election?
2:49 - What tax prep should you be doing now?
5:05 - COVID is spiking all over the country and world.
7:10 - What kind of spending might happen in the future?
9:01 - Should we be reinvesting our savings or holding onto it?
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
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
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