Retirement Elevated Podcast with Sean Lee
Business:Investing
Coronavirus has caused the markets to correct. It’s also caused a lot of fear. What should you do? Let's talk about taking a proactive approach to your finances during this turbulent time.
Read more and get additional resources: https://wp.me/paeqsR-9a
Today's rundown:
0:46 - What kind of opportunity is there in the market?
2:55 - What fundamental issues do not change when it comes to planning?
4:29 - Have a stress-test done. Are you prepared?
7:03 - Take action!
8:28 - There’s volatility in the market, but also good buying opportunities.
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?
What to Do When Facing a Forced Retirement
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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