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!
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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/
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!
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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/
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 things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.
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.
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.
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.
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?
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?
Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.
