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 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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