『Retirement Elevated Podcast with Sean Lee』のカバーアート

Retirement Elevated Podcast with Sean Lee

Retirement Elevated Podcast with Sean Lee

著者: Sean Lee
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.Copyright 2022 All rights reserved. 個人ファイナンス 政治・政府 経済学
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  • 5 People You Meet Before Retirement
    2025/07/10

    📞 Get your customized planning started by booking a 15-minute consultation:

    https://calendly.com/erg-slc/15minutediscoverycall

    📘 Grab Your FREE Copy of "Rounding Third"

    http://rounding-third.elevatemyretirement.com/

    In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. Today, let’s talk about the five people you should meet before retirement—people who can guide your next chapter and help you retire with clarity, confidence, and purpose.

    In this episode, Sean breaks down a unique “retirement dream team” approach that blends practical wisdom with real-world stories.

    Here’s what we discuss in this episode:

    🧩 Why a financial advisor is your retirement “puzzle master”

    📜 The estate planning move that prevents family fallout

    🛡️ How insurance specialists protect your retirement lifestyle

    🏋️‍♂️ Why fitness isn’t just about health, it’s about freedom

    ⚠️ The biggest mistakes people make when setting up a trust

    Contact us:

    (801) 639-0095

    slee@erg-slc.com

    Watch the show on YouTube: https://www.youtube.com/channel/UCSvc4i_5kYjIQXyr0fNTeXQ

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    15 分
  • Should You Lend Money to Friends or Family?
    2025/06/26

    We all want to support the people we care about, but when money enters the equation, even the best intentions can lead to tension. In this episode, Sean unpacks the emotional and financial complexities of lending to family and friends. He offers real-world guidance to help you handle these situations with clarity and care, without putting your own finances at risk.

    Here’s what we discuss in this episode:

    💵 The importance of setting clear terms and expectations

    🧾 How contracts can protect both finances and relationships

    🚫 Don’t lend what you can’t afford to lose

    🧠 Consider creative, non-cash ways to help loved ones

    Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

    Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

    Contact us:

    (801) 639-0095

    slee@erg-slc.com

    続きを読む 一部表示
    14 分
  • 5 Ways Wishful Thinking Can Damage Your Retirement
    2025/05/22

    A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Sean’s walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.

    Here’s what we discuss in this episode:

    💸 Why relying only on investment interest could cut your income short

    🧾 The truth about taxes in retirement

    🚗 Why “every day is Saturday” might wreck your spending plan

    📉 How past investment success can create a false sense of security

    👪 The emotional and financial risks of assuming kids will “help out”

    Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

    Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

    Contact us:

    (801) 639-0095

    slee@erg-slc.com

    続きを読む 一部表示
    15 分

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