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Easy Wins in Personal Finance

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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.

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Things You’ll Learn Along Today’s Journey

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.

Even if you’ve done things one way in the past, that doesn’t mean you have to continue on that way. Ask if your funds are efficient and diversified. Make sure your finances are in line with your goals and needs. And don’t forget to tune into our next episode for five more personal finance wins. 

Here’s some of what we discuss in this episode:

  • Having the right amount in cash.
  • Finding the life insurance policy for you.
  • Consolidating your 401(k) accounts.
  • Considering your mutual funds.
  • Replacing your funds as needed.

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.

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November 16, 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.

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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.

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Questions for Sean?

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MORE WAYS TO CONTACT

(801) 639-0095

slee@erg-slc.com

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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.