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Retirement Elevated Podcast with Sean Lee
13 minutes | Jun 16, 2022
Stuff Dads Say and Do
What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show! Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 0:35 - The summer heat has hit. 1:36 - If you get hurt, do you need to amputate? 5:27 - Dads use their strength to take one trip with all the grocery bags. 8:51 - Is dad always on the lookout for the best parking spot?
13 minutes | May 12, 2022
Doing Research Before Financial Decisions
Do you ever feel bogged down by all the research before making a big decision? When is research helpful and when is it too much? Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 1:16 - Many do more research for a vacation than retirement. 2:17 - What kind of resources does Sean like? 4:34 - Does Sean ever hear, “I read on the internet that…”? 7:45 - Are you overanalyzing the research? 9:26 - What’s good about doing research?
12 minutes | Apr 28, 2022
Retirement Pain Points
We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning. Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 1:46 – Fear of running out of money 2:54 – Replacing that paycheck 4:36 – Managing taxes 6:02 – Dealing with a long-term care event 8:29 – Anxiety around the next market crash
13 minutes | Apr 7, 2022
Asking the Wrong Questions
How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals. Read more and get additional financial resources here: http://retirementelevatedpodcast.com What we discuss in this episode: 0:34 - Baseball is back! 2:33 - How much money do I need to save? 5:28 - How can I get the highest rate of return? 7:47 - How can I pay the lowest fees to an advisor? 10:14 - What should you do about long-term care?
14 minutes | Mar 17, 2022
Planning During High Anxiety Times
Are you feeling a bit anxious about your financial situation every time you read or watch the news? Sean talks through current events and what kind of economic impact they could have. Read more and get additional financial resources here: http://retirementelevatedpodcast.com What we discuss in this episode: 0:13 - What is happening at the tank? 1:48 - What is happening with Ukraine? 3:43 - How will this volatility impact us? 6:21 - Are we headed into a recession? 9:00 - What should we do about market volatility?
15 minutes | Mar 3, 2022
What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up. What we discuss: 0:32 - Youth baseball season is back! 1:46 - Mutual fund expenses can be hard to find. 3:11 - Variable annuities are notorious for hidden fees. 5:40 - Inflation is back with a vengeance. 8:18 - Tax increases will impact us. 10:06 - People are ready to spend on leisure. Get additional financial information: https://retirementelevatedpodcast.com/
28 minutes | Feb 25, 2022
ALERT: Special Market Update
How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update show, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more. What we discuss: 0:55 – Let’s talk through this 1:55 – Catalysts for volatility 5:33 – What’s not being reported 11:06 – The shift that’s occurring now 13:28 – Geopolitical pressures with Russia 15:24 – Rising interest rates 18:15 – How does this impact spending? 20:11 – Starting early and going slow 23:01 – Adjustments based on fundamentals 23:49 – What are we not going to do? 26:34 – The economy is strong Get additional financial information: https://retirementelevatedpodcast.com/
12 minutes | Feb 17, 2022
The Financial Planning Process
What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals. What we discuss: 0:30 - How do we feel about this year’s Super Bowl? 1:33 - What signs show an advisor is overly focused on selling? 2:35 - What information are they gathering about you? 2:54 - Are they pointing out the good and the bad? 3:41 - What’s the process at Retirement Elevated? 5:40 - What improvements have Sean made in the planning process? 6:58 - What advice would Sean give his former self? 8:42 - Is there something unique about the experience working with Retirement Elevated? Get additional financial information: https://retirementelevatedpodcast.com/
13 minutes | Jan 27, 2022
The Things You Can Control (And The Things You Can’t)
There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now. What we discuss: 1:19 - Can’t control the market. 4:49 - Can’t control how long you’re going to live. 6:40 - Taxes are inevitable. 8:47 - Is Social Security a part of your future? Get additional financial information: https://retirementelevatedpodcast.com/
11 minutes | Jan 13, 2022
New Year’s Financial Checklist
What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year. What we discuss: 1:23 - Adjust tax withholdings. 3:43 - Assess retirement contributions. 5:52 - Gather your tax information. 8:19 - What’s your overall retirement health? Get additional financial information: https://retirementelevatedpodcast.com/
13 minutes | Dec 21, 2021
Classic Christmas Characters
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.
12 minutes | Dec 9, 2021
End of the Year Financial Moves
What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-78-end-of-the-year-financial-moves/ What we discuss: 1:06 - Is it too late to max out retirement contributions? 2:48 - Have you taken out your RMDs? 4:04 - Explore tax-loss harvesting possibilities. 5:30 - Are you giving to charity? 6:55 - Will purchases give you a tax credit? 7:49 - Is a Roth conversion right for you?
14 minutes | Nov 18, 2021
Financial Half Truths
Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-77-financial-half-truths/ What we discuss: 0:20 - What are Sean’s and Marc’s favorite holidays? 2:05 - “Don’t worry about those losses.” 5:25 - “The fees are less than one percent.” 7:43 - “Diversification is key.”
13 minutes | Nov 4, 2021
Mistakes to Avoid When Choosing a Financial Advisor
Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor? Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/ What we discuss: 0:26 - Sean’s getting ready for the holidays. 1:43 - How can you avoid making mistakes when looking for an advisor? 4:27 - Bigger is not always better. 6:58 - Don’t pretend you know, ask questions. 9:17 - Work with the advisor with the right specialty.
12 minutes | Oct 14, 2021
Is it time to put your lazy money to work? On today’s show, we talk about what lazy money is and why you shouldn’t keep too much of it lying around. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-75-lazy-money/ What we discuss: 1:00 - What is lazy money? 3:09 - Why do people have it? 4:29 - Why is having lazy money dangerous? 6:43 - How does Sean help?
14 minutes | Sep 23, 2021
This One’s On The House
What kind of decisions do you need to make when it comes to your home in retirement? Sean talks through several scenarios people tend to consider when it comes to their house. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/this-ones-on-the-house/ What we discuss: 0:39 - How’s everything been? 1:28 - Feeling ready to downsize? 4:23 - Should you pay off the house? 6:22 - Thinking about a vacation home? 8:22 - Wondering about moving out of state? 10:20 - What are the perks of a retirement community?
13 minutes | Sep 2, 2021
Questionable Financial Advisors
What are the questionable kinds of financial advisors you should look out for? On today’s podcast we have a bit of fun as we categorize a few different types of advisors you may want to steer clear of. Read more and get additional financial resources here: https://wp.me/paeqsR-dc What we discuss on this episode: 0:40 - What are Sean’s Labor Day plans? 2:40 - The guy with a hammer. 3:49 - The oxygen hog. 5:40 - The car trunk operator. 9:29 - The non-answerer.
13 minutes | Aug 19, 2021
Multiple Choice Retirement Quiz
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?
16 minutes | Aug 5, 2021
What Issues Should I Consider Before I Retire?
Let’s go through the retirement checklist to cover all the key issues you should think about before retirement. How prepared are you? Read more and get additional financial resources here: https://wp.me/paeqsR-cY What we discuss on this episode: 0:50 - What should we consider before we retire? 2:52 - Are you retiring early? 4:24 - What is the Social Security elimination windfall? 5:38 - What do you need to know if you’re divorced or widowed? 8:13 - What health insurance issues do you need to cover? 9:48 - What about dental or vision insurance? 11:03 - What happens to your HSA? 11:32 - What about Medicare? 12:41 - If you’re disabled, what do you need to know? 13:16 - Are you concerned about funding long-term care?
15 minutes | Jul 22, 2021
What Important Documents Should You Keep?
Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them. Read more and get additional financial resources here: https://wp.me/paeqsR-cS What we discuss on this episode: 0:26 - Sean’s enjoying summer time. 1:11 - What tax documents should you keep on file? 2:59 - What healthcare documents do you need? 5:20 - What other legal documents do you need to keep? 7:34 - What asset or debt related documents do you have? 9:25 - What do business owners need to keep? 11:13 - What about your mortgage?
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