Is Your Financial Advisor Doing This?

Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.

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The View From The Pinnacle

Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.

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


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

Is 2021 the year you make a resolution to do something with your retirement plan? Maybe that means sitting down with your advisor to go over your financial goals or maybe it means finding the right advisor for you. Is your advisor doing these things to help guide you in the right direction?

When it comes to planning, are they including tax strategy? Is your advisor looking at your tax returns? How will you know if you have any money falling through the cracks? Taxes is about more than just preparing your taxes each year with an accountant. Make sure you have a strategy about taxes over the long-term.

Do you know what fees you’re paying? We all pay fees, but are you getting value out of your fees? Is your plan as efficient as it can be? Do they align with your goals?

When you think about your money, ask, “What’s the purpose of each account?” Assign tasks to each bucket of money and what it does for you. Have you talked about legacy planning? What about long-term goals or healthcare expenses? Getting a customized plan will allow you to make sure your money is working toward your goals, beliefs, values, and desires.

Is your advisor leading you in the right direction?

Listen to the entire episode or click on the timestamps below to skip to a particular section.

2:29 – Is your advisor doing this?

3:37 – Does your advisor include tax planning and strategy?

6:11 – Is your advisor evaluating fees in investments?

9:03 – Have you clarified the target and the goal?

10:26 – What is the difference with a customized plan?


Looking Back From The Mountaintop

The money that you have, its job is to serve your purpose in life and to do the things you want to do and accomplish what you want.

-Sean Lee


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Facing Financial Villains

Movie villains are usually pretty easy to identify with their ominous music, masks, and often dark clothing. In the financial world, some of the villains can be a bit harder to spot. We talk about some of the most infamous movie villains and share what they have in common with some of the dark and scary things financially speaking. From the Wicked Witch of the West and her flying monkeys to the hardships that inflation can cause, which of these villains are you ready to face head-on?


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.



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?



(801) 639-0095

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