Ep 103: Financial Planning with Yogi Berra

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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.

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Things You’ll Learn Along Today’s Journey

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 assessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra.

Make sure you make wise decisions about your finances and make a plan you feel confident about for the long-term. But also remember that plans change, so you have to be able to be flexible and adapt.

Here are the quotes we discuss on today’s show:

  • “I never said most of the things I’ve said.” [2:18]
  • “A nickel ain’t worth a dime anymore.” [4:20]
  • “If you don’t know where you’re going, you might end up someplace else.” [5:40]
  • “When you come to a fork in the road, take it.” [7:10]
  • “The future ain’t what it used to be.” [9:34]
  • “It’s like déjà vu all over again.” [10:40]

 

Looking Back From The Mountaintop

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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.

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*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.