Ep 89: Stuff Dads Say and Do

What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show!

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Things You’ll Learn Along Today’s Journey

In honor of Father’s Day, we talk about things your dad might have said back in the day. Both Sean and Marc are dads, so there’s a lot of experience in this area. How do these dad jokes, sayings, and doings apply to your financial plan? 

If you got hurt, more than likely, mom was the one to go to for some nurturing and a kiss. Dad was the one who brought in humor or distraction from the pain. Are you feeling hurt or anxious about the market these days? Instead of doing something drastic, you might need some tough love to keep going. Long-term, what’s the right plan for what you need vs. a knee-jerk reaction?

Dads tend to use their strength to go for the one big load of grocery bags or carrying the big awkward furniture by themselves. In the market, fluctuations are going to happen, and you’re going to see losses. It’s important to understand how your plan is going to react. Focus on how the strength of the plan is working.

When it comes to navigation, a lot of dads like to find the perfect parking spot. Whether it’s the closest one to the store doors or away from other cars that might leave a door ding, dad’s got a plan in mind for where to park. You might feel inclined to get as much growth as you possibly can with your portfolio, always on the lookout for the best thing. But there are times when this isn’t in your best interest. Make sure you pursue the right thing for your financial future but don’t get caught up in seeking the impossible perfection.

Happy Father’s Day!

Listen to the entire episode or skip ahead using the timestamps below.

[0:35] – The summer heat has hit.

[1:36] – If you get hurt, do you need to amputate? 

[5:27] – Dads use their strength to take one trip with all the grocery bags.

[8:51] – Is dad always on the lookout for the best parking spot?   


Looking Back From The Mountaintop

“When people are fearful, that’s when we get aggressive and greedy. When people are greedy, that’s when we become a little bit fearful.”


Easy Wins in Personal Finance (Part 2)

Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial life. If you didn’t hear part one, go back and listen to hear what other simple financial steps you can take.


Easy Wins in Personal Finance

From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes to your financial life. These things can add up to make a big difference.


Dissecting Dave Ramsey’s Advice

Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views on social media. Today, we talk through what’s what and see what Sean thinks as a financial advisor. Make sure your financial strategy is customized to your unique needs and goals.



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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