Financial Life and Baseball

Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.

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The View From The Pinnacle

Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning. 

Click the timestamps below to fast forward to certain points of the episode.


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

Baseball has a lot to teach us. From sportsmanship to teamwork to quick decision making, these are lifelong skills to build on. What can we learn from baseball when it comes to financial planning?

A few months ago, Sean had the opportunity to speak with John Buck, MLB player, to compare some of his lessons learned in baseball to Sean’s experience in financial planning. Today, we talk about a few of those key points in further detail.

Download the Life is a Ballgame PDF

Do you have a plan for healthcare costs down the line? Recent studies have shown that an estimated 47 percent of men age 65 or older will need some form of long-term care in their lifetime. Since women live longer, nearly 60 percent of women will need care. Do you have a plan for how those expenses will be covered? Or are you simply hoping for the best?

When you look at planning, especially from a tax perspective, things change. Just like in baseball, you change the way you pitch when you’re trying to keep control of the game. What tax efficient strategies are you implementing? Be sure you have the flexibility you need to make adjustments when things happen and then constantly review your tax situation.

Listen to the entire episode or click on the timestamps below to skip to a particular segment.

1:46 – Shoring up retirement income strategy is like the middle innings in baseball. 

4:01 – Planning for healthcare costs is an important strategy.

6:36 – Tax efficient strategies change over time.


Looking Back From The Mountaintop

There’s a difference between understanding your risks and making a decision, and just hoping and praying that you don’t have to go into long-term care.

-Sean Lee


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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?



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