Episode #10: Finishing Strong

While you might worry about the financial aspect of retirement planning, your mentality toward retirement is just as important. Sean explains.

Apple PodcastsSpotifyGoogle PodcastsStitcherTuneIn

The View From The Pinnacle

While you might worry about the financial aspect of retirement planning, your mentality toward retirement is just as important. Sean explains.

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

[00:22] – We focus so much on the numbers when we plan for retirement, and of course, that’s an important element of retirement planning. However, your mentality toward retirement is just as important.

[2:14] – Your mentality toward retirement is crucial. Retirement means different things to different people, and you need to determine what you want out of retirement before you can plan for it.

[3:08] – Transitioning into retirement is tough. We put our identity into our work. Once we step out of the office, we have to find our new identity.

[5:02] – The average American works 2,500 hours in a year. Once you retire, you’re going to have to find something to do with that time. You want to live a purposeful retirement. Consider your goals and dreams for your newfound time.

7:45 – When you want to prepare for something, you train. Do the same as you mentally prepare to retire. Check your mentality, and get your head right.

8:39 – As you’re watching a game, you want your team to finish strong. Your retirement is no different. As you approach your last years in the office, finish strong. Give yourself clarity over your financial future by putting a plan together.

10:58 – The most successful retirees have put together a successful team to help them along the way. Find an estate planning attorney, a CPA, and an investment advisor who can help you accomplish your goals.

Looking Back From The Mountaintop

Resources From Today’s Podcast

Sign Up For A Class With Us

Check Out Our Media Center

Learn More About Sean

Your Guide:

Sean P. Lee – Contact


Important Ages in Retirement

What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of these, thinking through what you should be doing with the money can make a huge impact in your financial life.


Portfolio Expectations

What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be.


Financial Fill in the Blank

Let’s play a game of fill-in-the-blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement? What’s the biggest financial mistake retirees make?



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


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.