📞 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

[email protected]

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