Financial Lessons from Homer Simpson

Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn.

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Things You’ll Learn Along Today’s Journey

Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn. From what we are teaching our kids about money to facing uncertainty about our retirement savings, you’ll want to have some healthy financial habits. You also likely have a number of goals you want to achieve. Having a financial plan in place will give you the strategy and action steps needed to get there.

So, get ready to hear a little advice from Homer Simpson (with some help from Sean) to get you headed in the right direction!

Here’s some of what we discuss in this episode:

  • “Kids are great…with the internet now, they practically raise themselves.”
  • “People can come up with statistics to prove anything!”
  • “Let’s not panic, I’ll make the money by selling one of my livers.”
  • “All my life, I’ve had one dream —to achieve my many, many goals.”

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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?

GET IN TOUCH

MORE WAYS TO CONTACT

(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.