Retirement Elevated Podcast with Sean Lee
Business:Investing
While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided.
On today’s podcast we talk about his book, Rounding Third: Preparing for Your Finances for the Home Stretch to Retirement. This short and straightforward read has a lot of easy-to-understand financial lessons.
You can learn a lot from the game of baseball. These lessons and analogy carry a lot of meaning for Sean as he relates it to what you need to know when preparing for retirement.
Here’s what we talk about on today’s show:
For more, visit us online at https://retirementelevatedpodcast.com/
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
Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®
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