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?
Being Proactive With Your Financial Plan During a Pandemic
Coronavirus Update: State of Business
Financial Truths (In a World Full of Financial Fear)
Market Update: Coronavirus and Its Impact
Are You an Emotional Investor?
Will These News Headlines Matter for Your Finances in 2020?
Taking Out the Financial Trash
Do You Know What Fees and Commissions You’re Paying?
What You Need to Know About the SECURE Act
Finding The Silver Linings In Forced Retirement Situations
5 Ways We Sabotage Our Own Retirement
Why a Portfolio is Not a Plan
Why the Final Decade of Work is So Important for Planning
Financial Lessons We Can Learn From Flying
Busting the Biggest Financial Myths
Common Reasons People Stick the Wrong Financial Advisor
Developing the Right Financial Plan Takes These Steps
Navigating To Safety: How Your Financial Plan Is Like A Lighthouse
Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions
8 Provisions From The SECURE Act of 2019
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