Retirement Elevated Podcast with Sean Lee
By Sean Lee
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Category: Investing
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Episodes: 165
Description
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
| Episode | Date |
|---|---|
|
Money Questions That Aren't Really About Money
|
Sep 03, 2026 |
|
What Happens When Retirement Comes Before You're Ready?
|
Aug 27, 2026 |
|
Retired, But Still Clocking In — Why?
|
Aug 13, 2026 |
|
Reacting to the Most Watched Retirement Video of the Year
|
Jul 09, 2026 |
|
The Guilt-Free Vacation: How to Spend on Travel Without Derailing Your Retirement
|
Jun 25, 2026 |
|
From First Conversation to Long-Term Plan- Here's How We Work
|
Jun 04, 2026 |
|
A New Way to Save for Retirement Just Got Signed Into Law
|
May 21, 2026 |
|
Some People Call It Luck - We Call It a Planning Opportunity
|
Apr 30, 2026 |
|
The Surprisingly Hard Part of Retirement Nobody Warns You About
|
Apr 16, 2026 |
|
Reacting To Financial Hot Takes
|
Mar 05, 2026 |
|
10 Retirement Myths Too Many People Still Believe
|
Feb 19, 2026 |
|
What’s New For Retirees & Pre-Retirees in 2026?
|
Feb 05, 2026 |
|
5 Most Misleading Things in Finance
|
Dec 18, 2025 |
|
Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)
|
Dec 04, 2025 |
|
How Would You Invest a Million Dollars?
|
Nov 26, 2025 |
|
Do Your Feelings Belong in Your Financial Plan?
|
Nov 13, 2025 |
|
The Hidden Costs of Having Multiple Financial Advisors
|
Oct 30, 2025 |
|
October is Financial Planning Month: Here’s Your Checklist
|
Oct 16, 2025 |
|
Should You Take Social Security Early? Let’s Break It Down!
|
Sep 18, 2025 |
|
5 Signs You Might Be Wealthier Than You Think
|
Sep 04, 2025 |
|
Big Beautiful Bill Myths Debunked
|
Aug 21, 2025 |
|
Gen X, It’s Time To Think About Retirement
|
Aug 07, 2025 |
|
5 People You Meet Before Retirement
|
Jul 10, 2025 |
|
Should You Lend Money to Friends or Family?
|
Jun 26, 2025 |
|
5 Ways Wishful Thinking Can Damage Your Retirement
|
May 22, 2025 |
|
Am I Saving Too Much?
|
May 08, 2025 |
|
Inside the Advisor’s Office: What People Are Actually Concerned About
|
Apr 17, 2025 |
|
Key 2025 Tax Breaks & Adjustment Opportunities
|
Apr 03, 2025 |
|
Do Smart Investors Really Need a Financial Advisor?
|
Mar 20, 2025 |
|
Preparing for Life After a Career Change
|
Mar 06, 2025 |
|
Preparing for the Snowbird Lifestyle in Retirement
|
Feb 20, 2025 |
|
Build A Winning Retirement Plan
|
Feb 06, 2025 |
|
4 Budget Friendly Retirement Activities
|
Jan 23, 2025 |
|
Maximize Your Social Security Benefits: A Real Life Case Study
|
Jan 09, 2025 |
|
Five Steps To Improve Your Financial Success Score
|
Dec 19, 2024 |
|
Which Soon-To-Be Retiree Are You? Concerned, Seeking Clarity, or Confident
|
Dec 05, 2024 |
|
Real World Examples of Roth Conversions
|
Nov 21, 2024 |
|
What Happens if Social Security Raises the Retirement Age?
|
Nov 07, 2024 |
|
Beyond The Metrics: What Makes A Successful Retirement?
|
Oct 24, 2024 |
|
Is Dividend Investing Still a Viable Retirement Income Strategy?
|
Oct 10, 2024 |
|
Asking the Magic 8 Ball Financial Questions
|
Oct 03, 2024 |
|
What Accounts Do I Withdraw From First In Retirement?
|
Aug 08, 2024 |
|
Retirement Baseball
|
Jun 20, 2024 |
|
Rookie Investment Mistakes
|
Jun 06, 2024 |
|
Retirement Satisfaction
|
May 09, 2024 |
|
Irreversible Financial Decisions
|
Apr 25, 2024 |
|
Financial Mistakes Made During Divorce
|
Mar 28, 2024 |
|
Facing Financial Villains
|
Mar 14, 2024 |
|
Important Ages in Retirement
|
Feb 08, 2024 |
|
Portfolio Expectations
|
Jan 25, 2024 |
|
Financial Fill in the Blank
|
Dec 21, 2023 |
|
Financial Lessons from Homer Simpson
|
Dec 07, 2023 |
|
Easy Wins in Personal Finance (Part 2)
|
Nov 16, 2023 |
|
Easy Wins in Personal Finance (Part 1)
|
Nov 02, 2023 |
|
Dissecting Dave Ramsey’s Advice
|
Sep 14, 2023 |
|
Financial Advising Relationships: Local vs. Remote
|
Aug 31, 2023 |
|
Rounding Third: Sean’s New Book
|
Jul 27, 2023 |
|
Well I Heard…
|
Jul 20, 2023 |
|
Reasons Why People Don’t Visit With An Advisor
|
Jun 29, 2023 |
|
Busy, Busy, Lee: An Update on Elevated Retirement Group
|
May 25, 2023 |
|
Having Financial Hindsight
|
Apr 06, 2023 |
|
Easy Ways to Ruin Retirement
|
Mar 23, 2023 |
|
Financial Planning with Yogi Berra
|
Mar 02, 2023 |
|
The Biggest Retirement Challenge No One Talks About
|
Feb 16, 2023 |
|
What You Need To Know About Secure Act 2.0
|
Jan 26, 2023 |
|
100th Episode Special with a Surprise Guest
|
Jan 12, 2023 |
|
The Desire to Retire
|
Dec 15, 2022 |
|
When the Grass Looks Greener with Another Advisor
|
Dec 01, 2022 |
|
Things to Be Thankful For
|
Nov 17, 2022 |
|
3 Biggest Financial Assets
|
Oct 13, 2022 |
|
Understanding Media Bias
|
Sep 29, 2022 |
|
Don’t Screw It Up
|
Sep 08, 2022 |
|
What Popular Fables Reveal About Our Personal Finances
|
Aug 25, 2022 |
|
Let’s Play Financial Jeopardy
|
Aug 04, 2022 |
|
The Ten Years Before Retirement
|
Jul 21, 2022 |
|
Navigating These Decision-Making Roadblocks
|
Jun 30, 2022 |
|
Stuff Dads Say and Do
|
Jun 16, 2022 |
|
Doing Research Before Financial Decisions
|
May 12, 2022 |
|
Retirement Pain Points
|
Apr 28, 2022 |
|
Asking the Wrong Questions
|
Apr 07, 2022 |
|
Planning During High Anxiety Times
|
Mar 17, 2022 |
|
Hidden Expenses
|
Mar 03, 2022 |
|
ALERT: Special Market Update
|
Feb 25, 2022 |
|
The Financial Planning Process
|
Feb 17, 2022 |
|
The Things You Can Control (And The Things You Can’t)
|
Jan 27, 2022 |
|
New Year’s Financial Checklist
|
Jan 13, 2022 |
|
Classic Christmas Characters
|
Dec 21, 2021 |
|
End of the Year Financial Moves
|
Dec 09, 2021 |
|
Financial Half Truths
|
Nov 18, 2021 |
|
Mistakes to Avoid When Choosing a Financial Advisor
|
Nov 04, 2021 |
|
Lazy Money
|
Oct 14, 2021 |
|
This One’s On The House
|
Sep 23, 2021 |
|
Questionable Financial Advisors
|
Sep 02, 2021 |
|
Multiple Choice Retirement Quiz
|
Aug 19, 2021 |
|
What Issues Should I Consider Before I Retire?
|
Aug 05, 2021 |
|
What Important Documents Should You Keep?
|
Jul 22, 2021 |
|
What to Do When Facing a Forced Retirement
|
Jul 08, 2021 |
|
Unexpected Retirement Expenses
|
Jun 24, 2021 |
|
Diffusing the Tax Time Bomb
|
Jun 10, 2021 |
|
Common 401K Mistakes
|
May 27, 2021 |
|
The Key to Achieving Retirement Satisfaction
|
May 06, 2021 |
|
The SECURE Act - RMD & Inherited IRA Surprises
|
Apr 22, 2021 |
|
Getting The Right Mindset For Retirement
|
Apr 01, 2021 |
|
Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®
|
Mar 25, 2021 |
|
The Financial Plan Guessing Game
|
Feb 25, 2021 |
|
What Can You Expect From a Virtual Meeting With Us?
|
Feb 11, 2021 |
|
What Tax Consequences Should You Be Aware Of?
|
Jan 21, 2021 |
|
What Is Values-Based Financial Planning?
|
Jan 07, 2021 |
|
Is Your Financial Advisor Doing This?
|
Dec 17, 2020 |
|
Financial Life and Baseball
|
Dec 03, 2020 |
|
2020 End of Year Planning Ideas
|
Nov 19, 2020 |
|
Mailbag: Is Now The Time For An Early Retirement?
|
Oct 15, 2020 |
|
Football and Financial Planning
|
Oct 01, 2020 |
|
10 Step Layoff Survival Guide, Part 2
|
Sep 17, 2020 |
|
10 Step Layoff Survival Guide, Part 1
|
Sep 03, 2020 |
|
Talking with Matt Zagula about SMART Retirement and Taxation
|
Aug 20, 2020 |
|
5 Easy Ways to Ruin Your Retirement
|
Aug 06, 2020 |
|
How to Find the Right Advisor
|
Jul 16, 2020 |
|
Baseball and Financial Planning with John Buck
|
Jul 02, 2020 |
|
State of the Market with Mike Sorrentino
|
Jun 18, 2020 |
|
Why We Aren’t Panicking About The Economy
|
Jun 04, 2020 |
|
Office Reopening and Things to Know
|
May 21, 2020 |
|
5 Things to Know About the CARES Act
|
May 07, 2020 |
|
Being Proactive With Your Financial Plan During a Pandemic
|
Apr 16, 2020 |
|
Coronavirus Update: State of Business
|
Apr 02, 2020 |
|
Financial Truths (In a World Full of Financial Fear)
|
Mar 19, 2020 |
|
Market Update: Coronavirus and Its Impact
|
Mar 05, 2020 |
|
Are You an Emotional Investor?
|
Feb 20, 2020 |
|
Will These News Headlines Matter for Your Finances in 2020?
|
Feb 06, 2020 |
|
Taking Out the Financial Trash
|
Jan 16, 2020 |
|
Do You Know What Fees and Commissions You’re Paying?
|
Jan 02, 2020 |
|
What You Need to Know About the SECURE Act
|
Dec 19, 2019 |
|
Finding The Silver Linings In Forced Retirement Situations
|
Dec 05, 2019 |
|
5 Ways We Sabotage Our Own Retirement
|
Nov 21, 2019 |
|
Why a Portfolio is Not a Plan
|
Nov 07, 2019 |
|
Why the Final Decade of Work is So Important for Planning
|
Oct 17, 2019 |
|
Financial Lessons We Can Learn From Flying
|
Oct 03, 2019 |
|
Busting the Biggest Financial Myths
|
Sep 19, 2019 |
|
Common Reasons People Stick the Wrong Financial Advisor
|
Sep 05, 2019 |
|
Developing the Right Financial Plan Takes These Steps
|
Aug 15, 2019 |
|
Navigating To Safety: How Your Financial Plan Is Like A Lighthouse
|
Aug 01, 2019 |
|
Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions
|
Jul 18, 2019 |
|
8 Provisions From The SECURE Act of 2019
|
Jul 03, 2019 |
|
Focus On What You Can Control
|
Jun 20, 2019 |
|
The True Value Of Working With A Financial Advisor
|
Jun 06, 2019 |
|
Famous Last Words (You Don’t Want to Say About Retirement!)
|
May 16, 2019 |
|
5 Simple Retirement Questions
|
May 02, 2019 |
|
When Is It Safe to Retire?
|
Apr 18, 2019 |
|
5 Financial Pain Points
|
Apr 04, 2019 |
|
Settle The Debate - Right Or Wrong?
|
Mar 21, 2019 |
|
Why Your Retirement Is More Than Just Investments
|
Mar 07, 2019 |
|
Episode #14: DIY Retirement Planning
|
Feb 21, 2019 |
|
Episode #13: The Upsides And Downsides Of Being An Informed Consumer
|
Feb 07, 2019 |
|
Episode #12: The 411 On Retirement Elevated Classes
|
Jan 24, 2019 |
|
Episode #11: What Should Your Advisor Be Doing
|
Jan 14, 2019 |
|
Episode #10: Finishing Strong
|
Jan 03, 2019 |
|
Episode #9: The 60/40 Portfolio
|
Dec 27, 2018 |
|
Episode #8: Real Advising Is Problem-Solving
|
Dec 20, 2018 |
|
Episode #7: Asking Wrong Financial Questions
|
Dec 13, 2018 |
|
Episode #6: 7 Reasons You Need More Than A Robo-Advisor
|
Dec 06, 2018 |
|
Episode #5: The Right Advisor For Your Situation
|
Nov 15, 2018 |
|
Episode #4: Invest Lifestyle Expenses On Memorable Experiences
|
Nov 01, 2018 |
|
Episode #3: Required Minimum Distributions
|
Oct 18, 2018 |
|
Episode #2: Creative Tax Strategies
|
Oct 04, 2018 |
|
Episode #1: The 10 Important Questions You Should Ask Your Advisor
|
Sep 19, 2018 |