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?
The True Value Of Working With A Financial Advisor
Famous Last Words (You Don’t Want to Say About Retirement!)
5 Simple Retirement Questions
When Is It Safe to Retire?
5 Financial Pain Points
Settle The Debate - Right Or Wrong?
Why Your Retirement Is More Than Just Investments
Episode #14: DIY Retirement Planning
Episode #13: The Upsides And Downsides Of Being An Informed Consumer
Episode #12: The 411 On Retirement Elevated Classes
Episode #11: What Should Your Advisor Be Doing
Episode #10: Finishing Strong
Episode #9: The 60/40 Portfolio
Episode #8: Real Advising Is Problem-Solving
Episode #7: Asking Wrong Financial Questions
Episode #6: 7 Reasons You Need More Than A Robo-Advisor
Episode #5: The Right Advisor For Your Situation
Episode #4: Invest Lifestyle Expenses On Memorable Experiences
Episode #3: Required Minimum Distributions
Episode #2: Creative Tax Strategies
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