RETIREMENT ELEVATED PODCAST

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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! 

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! 

EPISODES

Retirement Baseball

While home runs are an exciting part of any baseball game, the end result of who wins the game has a lot more to do with how the rest of the game is played. Drawing from his extensive experience both on the field and in finance, Sean provides valuable insights into how the principles of baseball can be applied to crafting a successful retirement strategy.

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Rookie Investment Mistakes

Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them.

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Retirement Satisfaction

Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs.

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Irreversible Financial Decisions

Have you ever wondered about the decisions in life that you can’t take back? Today, we deep dive into the irreversible choices that can shape your financial future, especially when it comes to retirement.

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Facing Financial Villains

Movie villains are usually pretty easy to identify with their ominous music, masks, and often dark clothing. In the financial world, some of the villains can be a bit harder to spot. We talk about some of the most infamous movie villains and share what they have in common with some of the dark and scary things financially speaking. From the Wicked Witch of the West and her flying monkeys to the hardships that inflation can cause, which of these villains are you ready to face head-on?

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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?

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MORE WAYS TO CONTACT

(801) 639-0095

slee@erg-slc.com