Ep 105: Having Financial Hindsight

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If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more pro-active and prepared for financial decisions now and in the future.

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Things You’ll Learn Along Today’s Journey

If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more proactive and prepared for financial decisions now and in the future.

Are you falling for the “doom and gloom” messaging in the media? Do you have a clearly defined financial plan? Do you have a strategy for withdrawing Social Security? What about taxes? Thinking through these questions beforehand and stress-testing your plan will help you make the changes needed and build a strong strategy.

Here’s what we’ll talk about today:

  • Market volatility can cause uncertainty. [1:04]
  • Not understanding your risk until it’s too late. [5:37]
  • Taking Social Security without understanding the strategy. [7:48]
  • Wishing you put more money into tax-beneficial options. [10:31]
  • Retiring too early and having no choice but to go back to work. [12:51]

 

Looking Back From The Mountaintop

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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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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.