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?
The Financial Planning Process
The Things You Can Control (And The Things You Can’t)
New Year’s Financial Checklist
Classic Christmas Characters
End of the Year Financial Moves
Financial Half Truths
Mistakes to Avoid When Choosing a Financial Advisor
Lazy Money
This One’s On The House
Questionable Financial Advisors
Multiple Choice Retirement Quiz
What Issues Should I Consider Before I Retire?
What Important Documents Should You Keep?
Unexpected Retirement Expenses
Diffusing the Tax Time Bomb
Common 401K Mistakes
The Key to Achieving Retirement Satisfaction
The SECURE Act - RMD & Inherited IRA Surprises
Getting The Right Mindset For Retirement
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