Retirement Elevated Podcast with Sean Lee
Business:Investing
Have you stopped to think about what you want retirement to look like? Past your financials, retirement planning has a lot to do with your goals and wants when it comes to how you plan to spend your time. Today, Sean talks with Daniel Allgaier, CFP®, about the mindset and the end goal when it comes to retirement.
Read more and get additional financial resources here: https://wp.me/paeqsR-bU
What we discuss on this episode:
2:07 - When you build your financial plan, what’s the math problem?
3:38 - What will you do in retirement?
5:30 - Retirement is a big change.
7:59 - Have a mapped out plan about your time in retirement.
10:13 - Act as if you’re retired already.
13:28 - Are you prepared for what retirement is?
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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