retirement

The View From The Pinnacle Depending on your investment accounts, what tax consequences are coming your way? What are the pros and cons of the different investment account options? Thing’s ... Read more

October 1, 2020September 28, 2020

In Podcast

Football and Financial Planning

by Retirement Elevated

Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.

August 20, 2020August 13, 2020

In Podcast

Talking with Matt Zagula about SMART Retirement and Taxation

by Retirement Elevated

What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book ... Read more

August 6, 2020August 3, 2020

In Podcast

5 Easy Ways to Ruin Your Retirement

by Retirement Elevated

Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.

February 20, 2020February 4, 2020

In Podcast

Are You an Emotional Investor?

by Retirement Elevated

Keeping emotions separate from your financial decisions should be everyone’s goal but is it easier said than done? Let’s take a look at the most common forces driving those decisions ... Read more

February 6, 2020February 3, 2020

In Podcast

Will These News Headlines Matter for Your Finances in 2020?

by Retirement Elevated

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 ... Read more

January 16, 2020January 3, 2020

In Podcast

Taking Out the Trash From Your Portfolio

by Retirement Elevated

When was the last time you looked through your financial portfolio and got rid of the things you no longer need? As you move closer to retirement, your strategies will ... Read more

January 2, 2020December 27, 2019

In Podcast

Do You Know What Fees and Commissions You’re Paying?

by Retirement Elevated

Have you ever wondered why some advisors get paid in fees while others take commissions from your investments? Today we’ll explain the difference, what you should consider, and why your ... Read more

December 19, 2019December 19, 2019

In Podcast

What You Need to Know About the SECURE Act

by Retirement Elevated

Americans will be getting the most significant retirement legislation in more than a decade after Congress passed the SECURE Act near the end of 2019. Let’s talk about the biggest ... Read more

October 3, 2019September 24, 2019

In Podcast

Financial Lessons We Can Learn From Flying

by Retirement Elevated

Think about the last time you took a flight? You got from point a to point b as you planned, but did you stop to think about what it took ... Read more

April 18, 2019April 15, 2019

In Podcast

When Is It Safe to Retire?

by Retirement Elevated

We often get questions on what makes it safe to retire. Is it at a certain age or after you meet a particular dollar amount? To find out when to ... Read more

November 1, 2018October 9, 2018

In Podcast

Episode #4: Invest Lifestyle Expenses On Memorable Experiences

by Retirement Elevated

What’s more important: investing in items or experiences? Sean will talk about the importance of travel, experiences, and creating long-lasting memories that can lead to a truly fulfilling retirement.

October 18, 2018September 28, 2018

In Podcast

Episode #3: Required Minimum Distributions

by Retirement Elevated

RMDs are a critical part of every single person’s retirement plan. The recent passage of The Family Savings Act Of 2018 is going to present people with unprecedented opportunities to ... Read more

September 19, 2018September 19, 2018

In Podcast

Episode #1: The 10 Important Questions You Should Ask Your Advisor

by Retirement Elevated

Have you ever interviewed your financial advisor? You should. On this show we’ll tackle the 10 important questions you should ask your current or future advisor, why they’re such important ... Read more