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.

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Things You’ll Learn Along Today’s Journey

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.

You want to continue to think about the you today as well as “future you.” Every age is important, so think about what you’re doing now for the time of life you’re in now as well as what’s to come. Sean often hears, “I wish I had done this sooner!” So, don’t delay! Go meet with somebody who can help you ask the big questions and put your plan in order.

Here’s some of what we discuss in this episode:

  • The unofficial kickoff of retirement is age 50.
  • Age 55 is when you need to think about your 401(k) options.
  • When you turn 59 and a half, you have access to your funds.
  • Under current law, age 62 allows you to withdraw from Social Security.
  • At 73 (currently) you have to start taking money out of your retirement accounts. 
  • What’s the most important age?

Looking Back From The Mountaintop

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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.

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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?

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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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(801) 639-0095

slee@erg-slc.com

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.

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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.