Ep 79: Classic Christmas Characters

What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode.

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Thing’s You’ll Learn Along Today’s Journey

In light of the holidays, we have a special episode that highlights some popular Christmas characters you’ve probably seen and love. We compare their situations to common financial situations that Sean sees with clients.

From Christmas Vacation, we start with Cousin Eddie. He was always asking family for money, a place to stay or help with the RV. Do you have someone in the family who is always asking for financial help? Are you planning for that in your financial plan? Sometimes the unexpected happens. Make sure you have some money saved away for a rainy day.

Are you more like Scrooge? There’s something to be said about saving your money, but you also want to be able to be generous with it and spend it on the right things. Sean talks about a client who has needed extra encouragement to spend her hard-earned money. Especially after the past few years, people are nervous to spend. 

George Bailey from It’s a Wonderful Life is constantly stressed about money. He was giving, but his own stresses kept coming. Having a retirement plan can help give you the clarity you need in order to achieve your goals in retirement. It’s also worth asking for help when you need it, so be sure to reach out to a financial advisor to help you create that plan.

Finally, Kevin McCallister from Home Alone found himself all by himself after his family left for vacation. With your financial plan, you need to prepare for the possibility of being all alone following a death of a spouse or a divorce. How do you tackle the loss of Social Security income or having to file taxes single? These aren’t easy conversations to have but something you’ll want to discuss with a financial advisor.

Listen to the entire episode or skip ahead using the timestamps below.

0:34 Sean has big holiday plans!

1:39 – Are you like Cousin Eddie?

4:10 – Scrooge is a classic stingy guy about money.

7:02 – George Bailey was always stressed.

9:19 – Kevin McCallister had to figure out how to make it on his own.

Looking Back From The Mountaintop

“When you have clarity, you can really free up your life and free up the stresses of your life.”

-Sean Lee


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?



(801) 639-0095


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