Rounding Third: Sean’s New Book

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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)

 

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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.

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Questions for Sean?

GET IN TOUCH

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(801) 639-0095

slee@erg-slc.com

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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.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

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.

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.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

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.