📞 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/

More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Sean digs into the real reasons retirees keep showing up to work. Working longer isn't automatically the wrong call. Sometimes it's exactly right. The real question is whether it's a choice or a fallback. That's worth figuring out before you assume the answer.

Here’s what we discuss in this episode:

🤝 Social Connections: Work can provide relationships, routine, and community

🏠 Home Life: Retirement can significantly change the rhythm of a marriage and household

💵 Financial Stress: Uncertainty about money can keep people working longer than necessary

🔦 Plan for Clarity: Understanding the numbers can make retirement feel much less intimidating

🕒 Part-Time Work: Semi-retirement can provide income, structure, and social connection

✅ Work Optional: The goal is having the freedom to decide whether you continue working

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

📞 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/

Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a conversation, not to tear it apart, but to react honestly. Does Sean agree?

3.7 million people watched this video for a reason. It touches something real. Retirement isn't just about what you've accumulated. Sometimes it's about what you're willing to let go of.

Here’s what we discuss in this episode:

🏡 Oversized Homes: When downsizing makes sense

👨‍👩‍👧 Adult Children: Balancing love and independence

🚤 Expensive Toys: When hobbies become burdens

🚗 Second Vehicles: Needs versus convenience

💼 Work Identity: Finding purpose beyond your career

✨ New Opportunities: What letting go creates

Sell These 5 Things BEFORE You Retire

https://www.youtube.com/watch?v=IltvyKpy8Z4

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

📞 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/

Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, Sean talks about how travel fits into a real retirement plan and how to enjoy it without guilt.

Here’s what we discuss in this episode:

✈️ Build Travel Into Retirement: Make vacations part of the plan

📊 Budget for Big Trips: Know exactly what you can afford

💰 Plan Around Retirement Stages: Spend more during go-go years

💵 Fund Travel with Cash Flow: Use dividends instead of selling assets

❤️ Eliminate Money Arguments: Agree on travel spending together

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