Search
Close this search box.

Ep 106: Busy, Busy, Lee: An Update on Elevated Retirement Group

Apple PodcastsGoogle PodcastsPlayer EmbedShareLeave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotify
After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations.

Apple PodcastsSpotifyGoogle PodcastsStitcherTuneIn

 

Things You’ll Learn Along Today’s Journey

After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations.

As if baseball and cheer schedules and an office move weren’t enough–Sean has a book coming out as well! He shares the inspiration behind the book and how you can get a copy. All about how baseball and finance interact, the book is called Rounding Third: Preparing Your Finances for the Home Stretch to Retirement.

Having a strategy put together can help from your weekly schedule to your long-term financial plans and goals. Are you prepared for retirement? Reach out to Sean and his team to put together a strategy that prepares you for your financial future.

Here are the updates Sean shares on today’s show:

  • What’s the latest with Sean, his family, and his business? [0:17]
  • The office is moving after five years. [2:24]
  • A new book is coming! [4:08]
  • There’s always something happening, so a strategy is key. [7:35]

 

Looking Back From The Mountaintop

MORE EPISODES

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.

LISTEN NOW »
November 16, 2023

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.

LISTEN NOW »
November 2, 2023

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.

LISTEN NOW »
September 14, 2023

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.

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.