The Retirement Elevated Podcast
With Sean P. Lee
- Podcast
Getting The Right Mindset For Retirement
The View From The Pinnacle Your retirement plan is more than just the numbers. What kind of mindset do you ... Read more - Podcast
Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®
Where and how should you allocate? What’s typical among other affluent households when it comes to investing? We talk with ... Read more - Podcast
The Financial Plan Guessing Game
Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it ... Read more - Podcast
What Can You Expect From a Virtual Meeting With Us?
With new social norms, Sean and his team have continued to adapt. What does it look like to meet with ... Read more - Podcast
What Tax Consequences Should You Be Aware Of?
More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep ... Read more - Podcast
What Is Values-Based Financial Planning?
Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s ... Read more - Podcast
Is Your Financial Advisor Doing This?
Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk ... Read more
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The Host - Sean P. Lee
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. He thoroughly educates his clients about the ins and outs of each of their financial decisions to help create and execute a material financial plan. 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.
Sean’s mission is to inspire our clients to experience a real relationship with a financial firm unlike anything they have ever had before, by placing the highest importance on business ethics, world class professionalism, unbiased counsel and an extension of public knowledge on current issues affecting retirees and their heirs.
As an Investment Advisor Representative with Elevated Retirement Group, Sean is held to the highest fiduciary standards, making investment recommendations in the best interests of his clients and always operating in an ethical manner.