Money Questions That Aren’t Really About Money
Sean walks through five conversation starters designed to uncover the worries, goals, passions, and priorities that often sit underneath the financial numbers.
September 3, 2026
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.
Money Questions That Aren’t Really About Money
📞 Get your customized planning started by booking a 15-minute consultation:
https://calendly.com/erg-slc/15minutediscoverycall
📘 Grab Your FREE Copy of “Rounding Third”
http://rounding-third.elevatemyretirement.com/
Talking about money can be hard, and sometimes it just takes the right question to get things moving. Sean walks through five conversation starters designed to uncover the worries, goals, passions, and priorities that often sit underneath the financial numbers. None of these questions are really about money, and that’s kind of the point. Sometimes the best way into a financial conversation is to start somewhere else entirely.
Here’s what we discuss in this episode:
🎯 Daily Purpose: Think beyond the retirement commercial
🏺 Financial Genie: Identify the worries you’d erase
❤️ Personal Passions: What would you do without money concerns?
🔎 Past Decisions: Learn from financial choices you’d change
🪣 Bucket List: Identify what matters most
📅 Prioritize Early: Move physical adventures to the front
🧭 Plan Around Life: Let money support your priorities
Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall
Get your free copy of “Rounding Third:” http://rounding-third.elevatemyretirement.com/
Contact us:
(801) 639-0095
September 3, 2026
August 27, 2026
August 13, 2026
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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.
Money Questions That Aren’t Really About Money
📞 Get your customized planning started by booking a 15-minute consultation:
https://calendly.com/erg-slc/15minutediscoverycall
📘 Grab Your FREE Copy of “Rounding Third”
http://rounding-third.elevatemyretirement.com/
Talking about money can be hard, and sometimes it just takes the right question to get things moving. Sean walks through five conversation starters designed to uncover the worries, goals, passions, and priorities that often sit underneath the financial numbers. None of these questions are really about money, and that’s kind of the point. Sometimes the best way into a financial conversation is to start somewhere else entirely.
Here’s what we discuss in this episode:
🎯 Daily Purpose: Think beyond the retirement commercial
🏺 Financial Genie: Identify the worries you’d erase
❤️ Personal Passions: What would you do without money concerns?
🔎 Past Decisions: Learn from financial choices you’d change
🪣 Bucket List: Identify what matters most
📅 Prioritize Early: Move physical adventures to the front
🧭 Plan Around Life: Let money support your priorities
Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall
Get your free copy of “Rounding Third:” http://rounding-third.elevatemyretirement.com/
Contact us:
(801) 639-0095
September 3, 2026
August 27, 2026
August 13, 2026
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EPISODES
LISTEN NOW »
What Happens When Retirement Comes Before You’re Ready?
Most people have a retirement date in mind, but life doesn’t always cooperate. What happens if retirement comes before you’re ready?
August 27, 2026
Retired, But Still Clocking In — Why?
More people in their 60s and 70s are staying on the job than ever before, and it’s not always about the money. Sean digs into the real reasons retirees keep showing up to work.
August 13, 2026
Reacting to the Most Watched Retirement Video of the Year
Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: “Sell These 5 Things Before You Retire.” We thought it was worth a conversation, not to tear it apart, but to react honestly. Does Sean agree?
July 9, 2026
The Guilt-Free Vacation: How to Spend on Travel Without Derailing Your Retirement
Today, Sean talks about how travel fits into a real retirement plan and how to enjoy it without guilt.
June 25, 2026
From First Conversation to Long-Term Plan- Here’s How We Work
Today, Sean walks through what it actually feels like to work with a firm- from the first conversation to ongoing guidance- so you know what to expect. Every firm can tell you what they do. We’d rather show you.
June 4, 2026
NEW EPISODES TWICE A MONTH
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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?
