Focus On What You Can Control

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Ask yourself, as an investor, what can you control? Starting with acknowledging what you can and cannot control will help you make better decisions and worry less when it comes to your investments.

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The View From The Pinnacle

Ask yourself, as an investor, what can you control? Starting with acknowledging what you can and cannot control will help you make better decisions and worry less when it comes to your investments.

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Apple PodcastsGoogle PodcastsPlayer EmbedShareLeave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotify

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

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

3:50 What can we control as investors?

  • The things you can control are how you act and how you plan. Use the plan to help keep you in check.
  • You also control your timeline in terms of when you will pull your money out of your accounts.

6:37 What about risk?

  • Sean shares with us some of the best ways to evaluate how much risk is appropriate for your situation
  • How much risk will you take? That’s something you can decide for yourself.
  • In order for plans to be successful, you have to commit to your goals.

8:31 Control your panic level

  • Every investment might need adjustments, but you don’t want to jump around without a strategy. You need room to wiggle in your plan so that you can adapt and evolve.
  • Look at the things you can control and alleviate the pressure on the things you cannot control. For instance, there’s a possibility that taxes can change in the future, but you can look forward and strategize.

Looking Back From The Mountaintop

If you take the time to build a plan that is unique and customized to you, that’s something you can control. The hardest step for a lot of people is taking that first step and meeting with somebody. - Retirement Elevated
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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.

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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.

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.