Ep 71: What Issues Should I Consider Before I Retire?
Let’s go through the retirement checklist to cover all the key issues you should think about before retirement. How prepared are you?
Read More Menu
healthcare
Unexpected Retirement Expenses
Are you prepared for these possible unexpected expenses in retirement? Find out what you need to include in your plan to be prepared.
Read More
Will These News Headlines Matter for Your Finances in 2020?
No matter where you get your news, a few different storylines continue to dominate the headlines when it comes to finances in 2020. Let’s discuss three of the biggest topics of conversation this year and try to help you determine whether or not it matters for your retirement plan.
Read More
5 Ways We Sabotage Our Own Retirement
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.
Read More
Why the Final Decade of Work is So Important for Planning
The retirement planning process lasts many, many years but your final decade of work is the time where you need to hammer out all of the details and get everything in order. We’ve put together a checklist of items that need your full attention during that last years of working so that you can enjoy retirement to the fullest.
Read More
Developing the Right Financial Plan Takes These Steps
Financial planning can take on many forms and your interests might not always be the sole priority. When you work with an advisor, there are steps that every plan needs to include and we’ll discuss those in this episode.
Read More
Episode #12: The 411 On Retirement Elevated Classes
We’re all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.
Read More
Episode #11: What Should Your Advisor Be Doing
Financial advisors provide all sorts of services, and they have all sorts of designations and certifications. Find the right advisor for your needs.
Read More
Episode #7: Asking Wrong Financial Questions
Many people ask wrong financial questions. They get caught up in the minutia rather than focusing on the larger vision for their retirement. Sean explains.
Read More Developing the Right Financial Plan Takes These Steps
Financial planning can take on many forms and your interests might not always be the sole priority. When you work with an advisor, there are steps that every plan needs to include and we’ll discuss those in this episode.
Read More Menu
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.