RETIREMENT ELEVATED PODCAST

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ELEVATING YOUR FINANCIAL PLAN RETIREMENT GOALS FUTURE

Learn financial wisdom and planning guidance from Salt Lake City’s, Sean Lee. Coaching his clients through financial landmarks in their life, Sean, provides a realistic approach to elevating your retirement plan. 

Making a big financial change in life? Want to take your retirement plan to the next level? This is the podcast for you! 

ELEVATING YOUR FINANCIAL PLAN RETIREMENT GOALS FUTURE

Learn financial wisdom and planning guidance from Salt Lake City’s, Sean Lee. Coaching his clients through financial landmarks in their life, Sean, provides a realistic approach to elevating your retirement plan. 

Making a big financial change in life? Want to take your retirement plan to the next level? This is the podcast for you! 

EPISODES

Ep 94: 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.

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NEW EPISODES TWICE A MONTH

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MEET YOUR HOST...

For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

Questions for Sean?

GET IN TOUCH

MORE WAYS TO CONTACT

(801) 639-0095

slee@erg-slc.com