Being Proactive With Your Financial Plan During a Pandemic

Coronavirus has caused the markets to correct. It’s also caused a lot of fear. What should you do? Let's talk about taking a proactive approach to your finances during this turbulent time. 

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The View From The Pinnacle

Coronavirus has caused the markets to correct. It’s also caused a lot of fear. What should you do? Let’s talk about taking a proactive approach to your finances during this turbulent time. 

Click the timestamps below to fast forward to certain points of the episode.


Thing’s You’ll Learn Along Today’s Journey

Are you feeling fearful of the impact of coronavirus on the market? Or are you looking for ways to be proactive with your financial plan? On this episode of Retirement Elevated, Sean shares how you can move forward in these unprecedented times.

While there were market crashes in times like 2008 or 2002, Sean says this doesn’t look the same. He talks about the main differences between 2008 and 2020 in terms of inflation, unemployment, and debt. Right now, there is low corporate and consumer debt, which leads us to believe that comparatively these are very different times. With a pandemic, the thought is that markets correct quickly and markets recover quickly.

The fear that is out there comes down to uncertainty. There’s not a reason to be fearful, there’s reason to take action. Now is as good a time as any to build a plan. Do not let fear drive an emotional decision, but take the time to go out and find an advisor that can help you build a clearly defined plan that has purpose.

Have you done a stress-test? It’s important to know if you feel comfortable with your exposure to risk. Consider the opportunity at hand. Now is a great time to be proactive! Don’t be afraid to make adjustments to your plan, but make sure you have a plan.

Listen to the full episode or click on the timestamps below to hear a specific segment.

0:46 – What kind of opportunity is there in the market?

2:55 – What fundamental issues do not change when it comes to planning?

4:29 – Have a stress-test done. Are you prepared?

7:03 – Take action!

8:28 – There’s volatility in the market, but also good buying opportunities.


Looking Back From The Mountaintop


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Important Ages in Retirement

What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of these, thinking through what you should be doing with the money can make a huge impact in your financial life.



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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