The 5 Financial Frights in Your Retirement Plan

Today, Sean’s shining a flashlight on five of the biggest financial frights and how to prepare for them.

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It’s spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today, Sean’s shining a flashlight on five of the biggest financial frights and how to prepare for them. Most of what scares people about retirement isn’t the event itself. It’s not knowing what happens next. A plan won’t make the unknowns disappear, but it can make them a lot less frightening. Happy Halloween.

Here’s what we discuss in this episode:

💀 Running Out of Money: Longevity makes income planning critical

📉 Market Timing Matters: Early losses can create added pressure

🏥 Healthcare Adds Up: Costs can be easy to underestimate

🧠 Long-Term Care Is Real: One spouse’s care can affect both

💔 Plan for One Survivor: Losing a spouse changes income and taxes

Go inside the episode: 

0:00 – Intro

1:13 – Running out of money

3:48 – Market crash

6:30 – Healthcare costs

8:30 – Long-term care

10:!5 – Losing a spouse

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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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slee@erg-slc.com

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