Coronavirus Update: State of Business

We’ve all been impacted by the coronavirus in one way or another. How has Sean’s team responded and what can you do with your financial plan?

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The View From The Pinnacle

We’ve all been impacted by the coronavirus in one way or another. How has Sean’s team responded and what can you do with your financial plan?

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


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

Coronavirus has changed everything from the way we do business right now, to the way we plan for the future, even to what sports we’re missing out on right now. On today’s episode of the Retirement Elevated podcast, Sean shares the changes he and his team have made and what to know about your financial plan.

With everything going on, sometimes you have to focus on what you can do and keep what’s important in perspective. Sean shares how his staff have moved to completely virtual meetings in light of coronavirus. They can still service the clients and families they work with remotely and continue to build a financial plan.

Coronavirus and stay-at-home orders are having a snowball effect. Some people are worried about the virus, some about the economy, some about interpersonal relationships. Sean’s team have changed things to be even more proactive in terms of communicating with clients regarding how the market is reacting. There is a webinar every Friday and communication sent out on Mondays.

What can you do to be proactive about your financial plan? What we are experiencing now is called an action-based correction. Is this a financial opportunity that can become a part of your overall plan?

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

0:43 – What’s the latest in current events between coronavirus and an earthquake?

3:45 – What are the main worries people are experiencing now?

6:06 – This is an action-based correction. This is a great time to buy.

7:01 – What’s happened has happened, but think about being proactive now.


Looking Back From The Mountaintop


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Facing Financial Villains

Movie villains are usually pretty easy to identify with their ominous music, masks, and often dark clothing. In the financial world, some of the villains can be a bit harder to spot. We talk about some of the most infamous movie villains and share what they have in common with some of the dark and scary things financially speaking. From the Wicked Witch of the West and her flying monkeys to the hardships that inflation can cause, which of these villains are you ready to face head-on?


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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