The View From The Pinnacle

Your retirement plan is more than just the numbers. What kind of mindset do you need as you approach retirement? How can you prepare?

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


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

Have you stopped to think about what you want retirement to look like? Past your financials, retirement planning has a lot to do with your goals and wants when it comes to how you plan to spend your time. Today, Sean talks with Daniel Allgaier, CFP®, about the mindset and the end goal when it comes to retirement.

When you get to retirement, how do you need to approach it mentally? When you’re saving for retirement, there’s some math problems to figure out. But when you’re building your financial plan, it’s about so much more than the math, and it needs to also focus on the mindset of what retirement will look like. What keeps you going and gives you purpose?

In retirement will you give your time and energy to charity? Are you wanting to start a business? Is your goal to road trip or travel the world? Golf every day? It’s important to have a mental plan of what you’ll do with your time. Transitioning from working to suddenly having a bunch of time on your hands will benefit from a plan.

Retirement isn’t a one-size-fits-all. Everyone is different and likes to do different things with their time in retirement. Likewise, a retirement plan should be unique to you and suit your values, goals, and needs.

What do you want to do in retirement? If you’re a year or two out from retirement, what can you do now to act as if you’re already retired? This will help you get an idea of how much you’ll want to spend and what you’ll do within the safety net of your income stream.

Ultimately, the goal is to make retirement satisfying and fulfilling to you. Do you have financial plan and the right mindset heading into retirement?

Listen to the entire episode of the podcast or click on the timestamps below to skip ahead.

2:07 – When you build your financial plan, what’s the math problem? 

3:38 – What will you do in retirement?

5:30 – Retirement is a big change.

7:59 – Have a mapped out plan about your time in retirement.

10:13 – Act as if you’re retired already.

13:28 – Are you prepared for what retirement is?


Looking Back From The Mountaintop

It’s really important to come into retirement with a mapped out plan on how your time will be spent.

-Sean Lee


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Retirement Baseball

While home runs are an exciting part of any baseball game, the end result of who wins the game has a lot more to do with how the rest of the game is played. Drawing from his extensive experience both on the field and in finance, Sean provides valuable insights into how the principles of baseball can be applied to crafting a successful retirement strategy.


Rookie Investment Mistakes

Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them.


Retirement Satisfaction

Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs.



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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