Retirement Elevated Podcast with Sean Lee
Business:Investing
What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of these, thinking through what you should be doing with the money can make a huge impact in your financial life.
Here’s some of what we discuss in this episode:
For more, visit us online at https://retirementelevatedpodcast.com/
The Financial Plan Guessing Game
What Can You Expect From a Virtual Meeting With Us?
What Tax Consequences Should You Be Aware Of?
What Is Values-Based Financial Planning?
Is Your Financial Advisor Doing This?
Financial Life and Baseball
2020 End of Year Planning Ideas
Mailbag: Is Now The Time For An Early Retirement?
Football and Financial Planning
10 Step Layoff Survival Guide, Part 2
10 Step Layoff Survival Guide, Part 1
Talking with Matt Zagula about SMART Retirement and Taxation
5 Easy Ways to Ruin Your Retirement
How to Find the Right Advisor
Baseball and Financial Planning with John Buck
State of the Market with Mike Sorrentino
Why We Aren’t Panicking About The Economy
Office Reopening and Things to Know
5 Things to Know About the CARES Act
Being Proactive With Your Financial Plan During a Pandemic
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