Ep 92: Let’s Play Financial Jeopardy
When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions.
August 4, 2022
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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.
Let’s Play Financial Jeopardy
When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions.
Key topics on this episode:
0:39 – Ready to play Jeopardy?
1:55 – High fees and broken promises with market risk.
3:25 – What requires a financial professional to put the client’s interests first?
5:01 – What financial phenomenon always returns?
7:39 – This forces retirees to drain their retirement accounts.
10:17 – What defined benefit retirement program is becoming scarce?
Get additional financial resources online: https://retirementelevatedpodcast.com/
August 4, 2022
July 21, 2022
June 30, 2022
June 16, 2022
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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.
Let’s Play Financial Jeopardy
When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions.
Key topics on this episode:
0:39 – Ready to play Jeopardy?
1:55 – High fees and broken promises with market risk.
3:25 – What requires a financial professional to put the client’s interests first?
5:01 – What financial phenomenon always returns?
7:39 – This forces retirees to drain their retirement accounts.
10:17 – What defined benefit retirement program is becoming scarce?
Get additional financial resources online: https://retirementelevatedpodcast.com/
August 4, 2022
July 21, 2022
June 30, 2022
June 16, 2022
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EPISODES
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Ep 91: The Ten Years Before Retirement
What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period.
July 21, 2022
Ep 90: Navigating These Decision-Making Roadblocks
What trips people up when they try to make financial decisions? We talk through financial roadblocks and how to avoid them on today’s show.
June 30, 2022
Ep 89: Stuff Dads Say and Do
What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show!
June 16, 2022
Ep 88: Doing Research Before Financial Decisions
Do you ever feel bogged down by all the research before making a big decision? When is research helpful and when is it too much?
May 12, 2022
Ep 87: Retirement Pain Points
We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning.
April 28, 2022
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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.