Rounding Third: Sean’s New Book

While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided.

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Things You’ll Learn Along Today’s Journey

While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided.


On today’s podcast we talk about his book, Rounding Third: Preparing for Your Finances for the Home Stretch to Retirement. This short and straightforward read has a lot of easy-to-understand financial lessons.

You can learn a lot from the game of baseball. These lessons and analogy carry a lot of meaning for Sean as he relates it to what you need to know when preparing for retirement.

Here’s what we talk about on today’s show:

  • How did this book come to be? (1:01)
  • How did baseball and financial planning come together? (2:09)
  • Who is this book for and how can you get it? (6:03)
  • What chapter of the book is Sean’s favorite? (9:22)


Looking Back From The Mountaintop


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.


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.


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?



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

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.