The 5 Financial Frights in Your Retirement Plan
Today, Sean’s shining a flashlight on five of the biggest financial frights and how to prepare for them.
October 8, 2026
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!
Retirement Elevated Podcast with Sean Lee
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
The 5 Financial Frights in Your Retirement Plan
It’s spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today, Sean’s shining a flashlight on five of the biggest financial frights and how to prepare for them. Most of what scares people about retirement isn’t the event itself. It’s not knowing what happens next. A plan won’t make the unknowns disappear, but it can make them a lot less frightening. Happy Halloween.
Here’s what we discuss in this episode:
💀 Running Out of Money: Longevity makes income planning critical
📉 Market Timing Matters: Early losses can create added pressure
🏥 Healthcare Adds Up: Costs can be easy to underestimate
🧠 Long-Term Care Is Real: One spouse’s care can affect both
💔 Plan for One Survivor: Losing a spouse changes income and taxes
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
October 8, 2026
September 3, 2026
August 27, 2026
August 13, 2026
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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!
Retirement Elevated Podcast with Sean Lee
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
The 5 Financial Frights in Your Retirement Plan
It’s spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today, Sean’s shining a flashlight on five of the biggest financial frights and how to prepare for them. Most of what scares people about retirement isn’t the event itself. It’s not knowing what happens next. A plan won’t make the unknowns disappear, but it can make them a lot less frightening. Happy Halloween.
Here’s what we discuss in this episode:
💀 Running Out of Money: Longevity makes income planning critical
📉 Market Timing Matters: Early losses can create added pressure
🏥 Healthcare Adds Up: Costs can be easy to underestimate
🧠 Long-Term Care Is Real: One spouse’s care can affect both
💔 Plan for One Survivor: Losing a spouse changes income and taxes
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
October 8, 2026
September 3, 2026
August 27, 2026
August 13, 2026
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EPISODES
LISTEN NOW »
Money Questions That Aren’t Really About Money
Sean walks through five conversation starters designed to uncover the worries, goals, passions, and priorities that often sit underneath the financial numbers.
September 3, 2026
What Happens When Retirement Comes Before You’re Ready?
Most people have a retirement date in mind, but life doesn’t always cooperate. What happens if retirement comes before you’re ready?
August 27, 2026
Retired, But Still Clocking In — Why?
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.
August 13, 2026
Reacting to the Most Watched Retirement Video of the Year
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?
July 9, 2026
The Guilt-Free Vacation: How to Spend on Travel Without Derailing Your Retirement
Today, Sean talks about how travel fits into a real retirement plan and how to enjoy it without guilt.
June 25, 2026
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?
