Which Soon-To-Be Retiree Are You? Concerned, Seeking Clarity, or Confident

People nearing retirement often fall under one of the three Cs. Those are concerned, seeking clarity, or confident. In this episode, Sean breaks down these three mindsets, exploring the unique questions and needs that come with each. Let’s see which best describes you!

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People nearing retirement often fall under one of the three Cs. Those are concerned, seeking clarity, or confident.

Some worry about what lies ahead but haven’t taken any steps toward creating a plan. Others dive into research, collecting heaps of information, only to feel overwhelmed by the sheer number of options. And then there are those who have both done their homework and crafted a clear path forward.

In this episode, Sean breaks down these three mindsets, exploring the unique questions and needs that come with each. Let’s see which best describes you!

Here’s what we discuss in this episode:

0:00 – Intro

2:08 – Concerned

3:15 – The blurred line with clarity

6:30 – Seeking clarity

11:13 – Confident

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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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(801) 639-0095

slee@erg-slc.com

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