Retirement Elevated Podcast with Sean Lee

By Sean Lee

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What's Retirement Elevated Podcast with Sean Lee about?

Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.

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Retirement Elevated Podcast with Sean Lee episodes:

06.06.2024
Rookie Investment Mistakes
Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them. Whether you're just starting out or looking to...
05.09.2024
Retirement Satisfaction
Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs. Sean outlines the importance of clarity and confidence in your financial situation. He stresses...
04.25.2024
Irreversible Financial Decisions
Have you ever wondered about the decisions in life that you can't take back? Today, we deep dive into the irreversible choices that can shape your financial future, especially when it comes to retirement. Here’s some of what we discuss in...
03.28.2024
Financial Mistakes Made During Divorce
What kinds of financial mistakes do people make amidst a divorce? If you find yourself facing a divorce, there are some financial things you will want to be aware of as you move forward. From how to divvy up assets...
03.14.2024
Facing Financial Villains
Movie villains are usually pretty easy to identify with their ominous music, masks, and often dark clothing. In the financial world, some of the villains can be a bit harder to spot. We talk about some of the most infamous...
02.08.2024
Important Ages in Retirement
What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years...
01.25.2024
Portfolio Expectations
What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be. We discuss some of the differences...
12.21.2023
Financial Fill in the Blank
Let’s play a game of fill in the blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement?...
12.07.2023
Financial Lessons from Homer Simpson
Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn. From what we are teaching our kids about money...
11.16.2023
Easy Wins in Personal Finance (Part 2)
Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial...
11.02.2023
Easy Wins in Personal Finance (Part 1)
From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes...
09.14.2023
Dissecting Dave Ramsey’s Advice
Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views...
08.31.2023
Financial Advising Relationships: Local vs. Remote
The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client? Here’s what we talk about on today’s show: With the change in technology,...
07.27.2023
Rounding Third: Sean’s New Book
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...
07.20.2023
Well I Heard…
We all hear sayings and information that may or may not be true. Are you basing your financial plan on things you heard through the grapevine without finding out if it rings true for you? Instead of going off of...
06.29.2023
Reasons Why People Don’t Visit With An Advisor
Not everyone has a financial advisor they know and trust. It can be scary to trust a financial advisor, especially when it comes to your nest egg. Sean talks about how he builds trust with clients and what it takes...
05.25.2023
Busy, Busy, Lee: An Update on Elevated Retirement Group
After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations. Here are the updates Sean shares on today’s show: What’s the latest with...
04.06.2023
Having Financial Hindsight
If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more proactive and prepared for financial decisions now...
03.23.2023
Easy Ways to Ruin Retirement
After saving and waiting for so many years, no one wants to make a big mistake that ruins retirement! Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities...
03.02.2023
Financial Planning with Yogi Berra
Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From assessing past financial decisions you’ve made to planning for your financial future, there’s a...
02.16.2023
The Biggest Retirement Challenge No One Talks About
In this episode, Marc and Sean will discuss a recent CNBC article about a man who ‘un-retired’ at 67 because he was bored and restless. What are the biggest issues people face when they don’t have a plan for retirement?...
01.26.2023
What You Need To Know About Secure Act 2.0
The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get...
01.12.2023
100th Episode Special with a Surprise Guest
In honor of our 100th episode, we have a special guest on the show! Sean’s son, Michael, joins us and shares about his experience having his dad as a coach. From exercises to tournaments, there’s a lot that goes into...
12.15.2022
The Desire to Retire
Some people dream about retiring and it can’t come soon enough. For others, maybe it’s something they are putting off. We talk through the varying degrees of interest and readiness in retirement and how to plan accordingly. Here are the reasons...
12.01.2022
When the Grass Looks Greener with Another Advisor
As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another...
11.17.2022
Things to Be Thankful For
In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five...
10.13.2022
3 Biggest Financial Assets
What are your three biggest assets when it comes to saving for your retirement and your future? For most people, this is your 401(k), your house, and Social Security. We talk today about how to best leverage these assets and...
09.29.2022
Understanding Media Bias
When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to...
09.08.2022
Don’t Screw It Up
When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them. Timestamps: 0:51 - Don’t make any sudden...
08.25.2022
What Popular Fables Reveal About Our Personal Finances
On Today's Episode: What can we learn from Aesop’s fables when it comes to gaining financial wisdom? Sean shares how each of these fables relate to our own financial decisions. Timestamps: 0:28 - Time for back to school! 1:52 - What can we learn...
08.04.2022
Let’s Play Financial Jeopardy
When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions. Key topics on this episode: 0:39 - Ready...
07.21.2022
The Ten Years Before Retirement
What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period. Key topics on this...
06.30.2022
Navigating These Decision-Making Roadblocks
What trips people up when they try to make financial decisions? We talk through financial roadblocks and how to avoid them on today’s show. Key topics on this show: 1:28 - There are a lot of decisions to make. 3:26 - We do...
06.16.2022
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 -...
05.12.2022
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...
04.28.2022
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...
04.07.2022
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...
03.17.2022
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...
03.03.2022
Hidden Expenses
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...
02.25.2022
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...
02.17.2022
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...
01.27.2022
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 -...
01.13.2022
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 -...
12.21.2021
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:...
12.09.2021
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...
11.18.2021
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...
11.04.2021
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...
10.14.2021
Lazy Money
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 -...
09.23.2021
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...
09.02.2021
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...

What's Retirement Elevated Podcast with Sean Lee about?

Download our free app to listen on your phone

Retirement Elevated Podcast with Sean Lee episodes:

Rookie Investment Mistakes

Retirement Satisfaction

Irreversible Financial Decisions

Financial Mistakes Made During Divorce

Facing Financial Villains

Important Ages in Retirement

Portfolio Expectations

Financial Fill in the Blank

Financial Lessons from Homer Simpson

Easy Wins in Personal Finance (Part 2)

Easy Wins in Personal Finance (Part 1)

Dissecting Dave Ramsey’s Advice

Financial Advising Relationships: Local vs. Remote

Rounding Third: Sean’s New Book

Well I Heard…

Reasons Why People Don’t Visit With An Advisor

Busy, Busy, Lee: An Update on Elevated Retirement Group

Having Financial Hindsight

Easy Ways to Ruin Retirement

Financial Planning with Yogi Berra

The Biggest Retirement Challenge No One Talks About

What You Need To Know About Secure Act 2.0

100th Episode Special with a Surprise Guest

The Desire to Retire

When the Grass Looks Greener with Another Advisor

Things to Be Thankful For

3 Biggest Financial Assets

Understanding Media Bias

Don’t Screw It Up

What Popular Fables Reveal About Our Personal Finances

Let’s Play Financial Jeopardy

The Ten Years Before Retirement

Navigating These Decision-Making Roadblocks

Stuff Dads Say and Do

Doing Research Before Financial Decisions

Retirement Pain Points

Asking the Wrong Questions

Planning During High Anxiety Times

Hidden Expenses

ALERT: Special Market Update

The Financial Planning Process

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