Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions

For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions but rather that they fail to make any decision at all. Other people, however, react instantly without giving it much though. Today we'll discuss a few areas that people usually hold people up in the financial decision-making process and then we'll give you ways to move forward.

The View From The Pinnacle

For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions but rather that they fail to make any decision at all. Other people, however, react instantly without giving it much though. Today we’ll discuss a few areas that people usually hold people up in the financial decision-making process and then we’ll give you ways to move forward.

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

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

2:55 – WE ALL HAVE SO MANY DECISIONS TO MAKE

How can too many decisions effect you negatively.
Some best practices for slowing things down and managing the tasks ahead.

5:09 – CAN YOU RESEARCH SOMETHING TOO MUCH?

The steps you should follow
How to utilize your advisor for research effectively.

6:39 – GENERAL CONFUSION CAN HOLD YOU UP

Take it slow, this doesn’t have to be a quick process.
How can you take control of your time and solve the confusion?

8:13 – WHAT IF YOU DON’T LIKE TALKING ABOUT MONEY?

Money is a taboo topic in a lot of cases.
Your advisor can help you in this area beyond just facts and figures.
Sean shares a client example of someone who asked what he looks for in a client to find out if they were a good fit.

11:17 – HOW TO DEAL WITH TRAUMATIC LIFE EVENTS

Building a plan can help you deal with major life events.
You an build in a six-month protection period with the right plan.
What if you don’t have a plan?

Looking Back From The Mountaintop

We’ve got to talk about the mathematics, but more importantly, what’s the goals, values, beliefs, and desires? It takes a good conversation about all of those things and intertwining them to build a plan.

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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?

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slee@erg-slc.com

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