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
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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.
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?
Read more and get additional financial resources here: http://retirementelevatedpodcast.com
Key points:
1:16 – Many do more research for a vacation than retirement.
2:17 – What kind of resources does Sean like?
4:34 – Does Sean ever hear, “I read on the internet that…”?
7:45 – Are you overanalyzing the research?
9:26 – What’s good about doing research?
May 12, 2022
April 28, 2022
April 7, 2022
March 17, 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.
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?
Read more and get additional financial resources here: http://retirementelevatedpodcast.com
Key points:
1:16 – Many do more research for a vacation than retirement.
2:17 – What kind of resources does Sean like?
4:34 – Does Sean ever hear, “I read on the internet that…”?
7:45 – Are you overanalyzing the research?
9:26 – What’s good about doing research?
May 12, 2022
April 28, 2022
April 7, 2022
March 17, 2022
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EPISODES
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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
Ep 86: Asking the Wrong Questions
How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals.
April 7, 2022
Ep 85: Planning During High Anxiety Times
Are you feeling a bit anxious about your financial situation every time you read or watch the news? Sean talks through current events and what kind of economic impact they could have.
March 17, 2022
Ep 84: Hidden Expenses
What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.
March 3, 2022
Ep 83: ALERT: A Special Market Update
How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update episode, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more.
February 24, 2022
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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.
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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.
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