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?
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
Focus On What You Can Control
The True Value Of Working With A Financial Advisor
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