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


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.


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.



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?



(801) 639-0095

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