Retirement Elevated Podcast with Sean Lee
Business:Investing
From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan.
Read more and get additional financial resources here: https://wp.me/paeqsR-d6
What we discuss on this episode:
1:49 - What scares people about retirement?
3:38 - Which is scarier: inflation, rising taxes, or market volatility?
5:51 - What tax bracket do people find themselves in during retirement?
6:03 - Which tax situation best describes people in retirement?
8:17 - How much money does the average person need saved for retirement?
9:52 - What do people wish they had more of?
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
The Things You Can Control (And The Things You Can’t)
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