Retirement Elevated Podcast with Sean Lee
Business:Investing
Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.
Read more and get additional financial resources here: https://wp.me/paeqsR-cS
What we discuss on this episode:
0:26 - Sean’s enjoying summer time.
1:11 - What tax documents should you keep on file?
2:59 - What healthcare documents do you need?
5:20 - What other legal documents do you need to keep?
7:34 - What asset or debt related documents do you have?
9:25 - What do business owners need to keep?
11:13 - What about your mortgage?
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
Coronavirus Update: State of Business
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