Retirement Elevated Podcast with Sean Lee
Business:Investing
A great way to save for and build toward retirement in through your 401(k) at work. That said, some of these common mistakes can cause real issues. On today’s podcast, we discuss possible pitfalls with your 401(k) and how to avoid them.
Read more and get additional financial resources here: https://wp.me/paeqsR-cl
What we discuss on this episode:
0:30 - Spring is Sean’s favorite time of year.
0:58 - Left the job and leave the 401(k) behind?
3:00 - Are you rebalancing?
4:23 - How does rebalancing work within a target date fund?
7:04 - Does the 401(k) planner have our best interest in mind?
9:08 - Are you assuming fees are minimal?
What Accounts Do I Withdraw From First In Retirement?
Retirement Baseball
Rookie Investment Mistakes
Retirement Satisfaction
Irreversible Financial Decisions
Financial Mistakes Made During Divorce
Facing Financial Villains
Important Ages in Retirement
Portfolio Expectations
Financial Fill in the Blank
Financial Lessons from Homer Simpson
Easy Wins in Personal Finance (Part 2)
Easy Wins in Personal Finance (Part 1)
Dissecting Dave Ramsey’s Advice
Financial Advising Relationships: Local vs. Remote
Rounding Third: Sean’s New Book
Well I Heard…
Reasons Why People Don’t Visit With An Advisor
Busy, Busy, Lee: An Update on Elevated Retirement Group
Having Financial Hindsight
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