Ep 106: 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.
May 25, 2023
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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.
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 Sean, his family, and his business? (0:17)
- The office is moving after five years. (2:24)
- A new book is coming! (4:08)
- There’s always something happening, so a strategy is key. (7:35)
For more, visit us online at https://retirementelevatedpodcast.com/
April 6, 2023
March 23, 2023
March 2, 2023
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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.
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 Sean, his family, and his business? (0:17)
- The office is moving after five years. (2:24)
- A new book is coming! (4:08)
- There’s always something happening, so a strategy is key. (7:35)
For more, visit us online at https://retirementelevatedpodcast.com/
April 6, 2023
March 23, 2023
March 2, 2023
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EPISODES
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Ep 105: 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 pro-active and prepared for financial decisions now and in the future.
April 6, 2023
Ep 104: Easy Ways to Ruin Retirement
After saving and waiting for so many years, no one wants to make a big mistake that could ruin retirement. Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities of retirement and some easy ways you could ruin it, drawing on Sean’s insightful conversations with clients as they navigate this new chapter in their lives.
March 23, 2023
Ep 103: 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 as-sessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra.
March 2, 2023
Ep 102: 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? We’ll tell you what we’ve seen and talk about what you can do to avoid that feeling.
February 16, 2023
Ep 101: 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 used to. Which of these might benefit your financial plan the most? Listen to find out.
January 26, 2023
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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?
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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.