Ep 98: When the Grass Looks Greener with Another Advisor
Things You’ll Learn Along Today’s Journey As the saying goes, the grass is always greener on the other side. When is the grass greener with
December 1, 2022
Menu
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.
When the Grass Looks Greener with Another Advisor
As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might be worthwhile and why some of these reasons don’t have to be dealbreakers.
Here are the reasons you wonder about getting a new advisor:
- Making a mistake that costs you money. (1:28)
- The business has gotten too big. (4:09)
- A dinner seminar has some appeal. (6:47)
- I’m moving across the country. (9:48)
- The market has been volatile. (13:35)
Get additional financial resources online:
December 1, 2022
November 17, 2022
October 13, 2022
September 29, 2022
Search Results placeholder
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.
When the Grass Looks Greener with Another Advisor
As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might be worthwhile and why some of these reasons don’t have to be dealbreakers.
Here are the reasons you wonder about getting a new advisor:
- Making a mistake that costs you money. (1:28)
- The business has gotten too big. (4:09)
- A dinner seminar has some appeal. (6:47)
- I’m moving across the country. (9:48)
- The market has been volatile. (13:35)
Get additional financial resources online:
December 1, 2022
November 17, 2022
October 13, 2022
September 29, 2022
Search Results placeholder
EPISODES
LISTEN NOW »
Ep 97: Things to Be Thankful For
Things You’ll Learn Along Today’s Journey In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with
November 17, 2022
Ep 96: 3 Biggest Financial Assets
Things You’ll Learn Along Today’s Journey What are your three biggest assets when it comes to saving for your retirement and your future? For most
October 13, 2022
Ep 95: Understanding Media Bias
Things You’ll Learn Along Today’s Journey When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances.
September 29, 2022
Ep 94: Don’t Screw It Up
When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them.
September 8, 2022
Ep 93: What Popular Fables Reveal About Our Personal Finances
What can we learn from Aesop’s fables when it comes to gaining financial wisdom? Sean shares how each of these fables relate to our own financial decisions.
August 25, 2022
NEW EPISODES TWICE A MONTH
SUBSCRIBE
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?
GET IN TOUCH
Menu
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.