The Key to Achieving Retirement Satisfaction

When you study people who retire wealthy and comfortable, there are some key things they usually do. We’ll explain how you can achieve satisfaction with your retirement.

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The View From The Pinnacle

When you study people who retire wealthy and comfortable, there are some key things they usually do. We’ll explain how you can achieve satisfaction with your retirement.

Click the timestamps below to fast forward to certain points of the episode.

 

Thing’s You’ll Learn Along Today’s Journey

People have varying degrees of satisfaction when it comes to their retirement. Often, people think they can’t achieve a good retirement, but they’re usually just lacking a plan.

If you look at how the most successful people in retirement have positioned themselves, they work with an advisor who built a clearly defined plan. They’ve determined who they are as investors.

If you need $80,000 for retirement and you know you’ll only get $40,000 from Social Security, then you know how much you need to come up with for investments. Having a roadmap and having clarity with your plan alleviates a lot of the pressures.

Diversification of assets is also key, but first you have to know what kind of investor you are. A protective person wants all their money protected. A market person wants their money in the market and doesn’t mind the risk. The combo person wants a combination of both.

Many people want confidence to know they’re going to be ok. Sometimes, we have to tell people they can spend some of their money. We tell people pretty consistently that they need to spend some money now so they don’t get hit with huge taxes later.

Listen to the entire episode or click on the timestamps below

2:45 – Peace of mind

5:59 – Diversity of assets

7:15 – Confidence

9:15 – Working with an advisor

 

Looking Back From The Mountaintop

“If you look at how the most successful people in retirement have positioned themselves, they work with an advisor who built a clearly defined plan.”

-Sean Lee

 

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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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