Build A Winning Retirement Plan

Baseball and retirement planning might have more in common than you think. Just as a solid batting average leads to a successful career, a steady financial plan can pave the way for a winning retirement.

Apple PodcastsSpotifyTuneIniHeartRadio

Baseball and retirement planning might have more in common than you think. Just as a solid batting average leads to a successful career, a steady financial plan can pave the way for a winning retirement.

While it may be tempting to aim for high returns, a strategy focused on steady, incremental growth is often the key to lasting success. In this episode, Sean explains why having a clear, well-defined plan is so crucial. By applying the principles of baseball analytics to retirement planning, you can build a balanced strategy that helps you stay on track and achieve your goals.

Here’s what we discuss in this episode:

0:00 – Intro

2:00 – Your financial batting average

6:00 – Stability and consistency in retirement

9:05 – Building a winning portfolio

11:21 – Having a clear plan

Looking Back From The Mountaintop

MORE EPISODES

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.

LEARN MORE

Questions for Sean?

GET IN TOUCH

MORE WAYS TO CONTACT

(801) 639-0095

slee@erg-slc.com

Facebook

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.