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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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.


Ep 103: Financial Planning with Yogi Berra

Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From as-sessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra.


Ep 102: The Biggest Retirement Challenge No One Talks About

In this episode, Marc and Sean will discuss a recent CNBC article about a man who ‘un-retired’ at 67 because he was bored and restless. What are the biggest issues people face when they don’t have a plan for retirement? We’ll tell you what we’ve seen and talk about what you can do to avoid that feeling.



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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