Retirement Elevated Podcast with Sean Lee
Business:Investing
What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.
Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-79-classic-christmas-characters/
What we discuss:
0:34 - Sean has big holiday plans!
1:39 - Are you like Cousin Eddie?
4:10 - Scrooge is a classic stingy guy about money.
7:02 - George Bailey was always stressed.
9:19 - Kevin McCallister had to figure out how to make it on his own.
Famous Last Words (You Don’t Want to Say About Retirement!)
5 Simple Retirement Questions
When Is It Safe to Retire?
5 Financial Pain Points
Settle The Debate - Right Or Wrong?
Why Your Retirement Is More Than Just Investments
Episode #14: DIY Retirement Planning
Episode #13: The Upsides And Downsides Of Being An Informed Consumer
Episode #12: The 411 On Retirement Elevated Classes
Episode #11: What Should Your Advisor Be Doing
Episode #10: Finishing Strong
Episode #9: The 60/40 Portfolio
Episode #8: Real Advising Is Problem-Solving
Episode #7: Asking Wrong Financial Questions
Episode #6: 7 Reasons You Need More Than A Robo-Advisor
Episode #5: The Right Advisor For Your Situation
Episode #4: Invest Lifestyle Expenses On Memorable Experiences
Episode #3: Required Minimum Distributions
Episode #2: Creative Tax Strategies
Episode #1: The 10 Important Questions You Should Ask Your Advisor
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