Football and Financial Planning

Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.

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The View From The Pinnacle

Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.

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


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

Football is back! So, let’s talk about a few football terms and how they can also apply to your finances. Do you have a proper game plan in place? Are you looking to a coach for guidance with your finances? 

In football, the red zone is the last 20 yards before a touchdown. This is where mistakes made can feel more glaring. Same with the time right before retirement, the mistakes can hurt more. The last five to ten years before retirement are crucial. Do you have a strategy put in place that is right for you and fits your needs?

Are you trying to make up for lost time? As you get closer to retirement, the plays are different than when you had several more years ahead of you. The hurry up offense may not be the strategy you want to depend on for your financial plan.

When the winning team has the lead, they may take the victory formation at the end of the game to preserve the ball and stay in the lead. Once you’ve done all the work before retirement, you want to make sure to solidify your victory. How much risk should you really take if you have what you need for retirement?

Lastly, are you working with a coach? Financial advisors are there to help guide you through, from setting up a game plan to preparing you for the financial move next ahead of you. Not only do you want a coach, but a good coach who can be there for you consistently over the years. Are you ready for game day? 

Listen to the full episode or click on the timestamps below to skip to a different football analogy.

0:29 – Sean shares where his football loyalty lies.

1:35 – What is the financial red zone? 

4:29 – Is the hurry up offense a good strategy?

6:10 – What’s the victory formation?

9:20 – Coaches can make a huge difference. 


Looking Back From The Mountaintop

There’s no reason to try to run up the score or get a few extra yards when you’ve already won.

-Sean Lee


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Ep 103: Financial Planning with Yogi Berra

Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From as-sessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra.


Ep 102: The Biggest Retirement Challenge No One Talks About

In this episode, Marc and Sean will discuss a recent CNBC article about a man who ‘un-retired’ at 67 because he was bored and restless. What are the biggest issues people face when they don’t have a plan for retirement? We’ll tell you what we’ve seen and talk about what you can do to avoid that feeling.



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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