Retirement Elevated Podcast with Sean Lee
Business:Investing
The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out.
Here’s what you'll learn about on today’s show:
Get in touch with Sean and the team at https://retirementelevatedpodcast.com/
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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