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.

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Things You’ll Learn Along Today’s Journey

When you think about what you need to accomplish to be ready for retirement, what comes to mind? Saving enough money is usually first. How about making sure your healthcare is covered or figuring out how much income you need?

All of those are great answers, but the one that many people are overlooking is how do you plan to spend all that free time? It’s one of the biggest challenges retirees face but doesn’t get talked about nearly enough.

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.

Here’s a little of what we discuss in this episode:

  • The issues people usually have with trying to have things to do in retirement. [1:38]
  • The regret category where people miss what they were doing. [3:12]
  • Being active is important for mental health. [4:50]
  • Feeling like you’ve lost your identity. [6:45]
  • Using a Venn Diagram to help you organize what’s most important.  [7:59]

 

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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.

Questions for Sean?

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(801) 639-0095

slee@erg-slc.com

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.

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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.