Retirement Elevated Podcast with Sean Lee
Business:Investing
For whatever reason, forced and early retirements do happen. What should you do? Sean talks through some strategies to make sure the transition is as smooth as possible.
Read more and get additional financial resources here: https://wp.me/paeqsR-cG
What we discuss on this episode:
0:24 - How does Sean celebrate the 4th of July?
1:40 - Forced retirement unfortunately happens.
4:11 - What ways can we cope with forced retirement?
5:47 - What kind of emotional and planning response could be triggered?
7:10 - When should you do more Roth conversions?
8:23 - What should you do first?
What You Need To Know About Secure Act 2.0
100th Episode Special with a Surprise Guest
The Desire to Retire
When the Grass Looks Greener with Another Advisor
Things to Be Thankful For
3 Biggest Financial Assets
Understanding Media Bias
Don’t Screw It Up
What Popular Fables Reveal About Our Personal Finances
Let’s Play Financial Jeopardy
The Ten Years Before Retirement
Navigating These Decision-Making Roadblocks
Stuff Dads Say and Do
Doing Research Before Financial Decisions
Retirement Pain Points
Asking the Wrong Questions
Planning During High Anxiety Times
Hidden Expenses
ALERT: Special Market Update
The Financial Planning Process
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