Things You’ll Learn Along Today’s Journey

In honor of our 100th episode, we have a special guest on the show! Sean’s son, Michael, joins us and shares about his experience having his dad as a coach. From exercises to tournaments, there’s a lot that goes into it.

While Sean coaches Michael in baseball, he also coaches several people throughout the week when it comes to retirement. Do you need a coach when it comes to retirement planning?

Here’s what Michael shares in today’s show:

  • What kind of drills do they work in at baseball? [1:40]
  • Sean shares about his two favorite things to talk about. [4:10]
  • What does Michael like? [4:29]
  • Where does Michael want to go to college? [5:36]
  • What’s Michael’s favorite baseball team? [6:13]

 

Looking Back From The Mountaintop

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Ep 101: What You Need To Know About Secure Act 2.0

The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out.

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Ep 99: The Desire to Retire

Things You’ll Learn Along Today’s Journey Some people dream about retiring and it can’t come soon enough. For others, maybe it’s something they are putting

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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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(801) 639-0095

slee@erg-slc.com

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.