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.”


Ep 105: Having Financial Hindsight

If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more pro-active and prepared for financial decisions now and in the future.


Ep 104: Easy Ways to Ruin Retirement

After saving and waiting for so many years, no one wants to make a big mistake that could ruin retirement. Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities of retirement and some easy ways you could ruin it, drawing on Sean’s insightful conversations with clients as they navigate this new chapter in their lives.



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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