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?
Financial Truths (In a World Full of Financial Fear)
Market Update: Coronavirus and Its Impact
Are You an Emotional Investor?
Will These News Headlines Matter for Your Finances in 2020?
Taking Out the Financial Trash
Do You Know What Fees and Commissions You’re Paying?
What You Need to Know About the SECURE Act
Finding The Silver Linings In Forced Retirement Situations
5 Ways We Sabotage Our Own Retirement
Why a Portfolio is Not a Plan
Why the Final Decade of Work is So Important for Planning
Financial Lessons We Can Learn From Flying
Busting the Biggest Financial Myths
Common Reasons People Stick the Wrong Financial Advisor
Developing the Right Financial Plan Takes These Steps
Navigating To Safety: How Your Financial Plan Is Like A Lighthouse
Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions
8 Provisions From The SECURE Act of 2019
Focus On What You Can Control
The True Value Of Working With A Financial Advisor
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