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In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and what to do if this doesn’t describe your relationship with an advisor). Reasons to …
 
What are your three biggest assets when it comes to saving for your retirement and your future? For most people, this is your 401(k), your house, and Social Security. We talk today about how to best leverage these assets and manage them properly. It can make all the difference in retirement. Timestamps: What kind of strategy went into picking the f…
 
When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to know if the advice and information is a helpful resource to follow. Timestamps: Don’t make knee-jerk reactions to short-term …
 
When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them. Timestamps: 0:51 - Don’t make any sudden decisions. 5:02 - Don’t jump into investments you don’t understand. 8:07 - Work with a professional. 9:36 - The plan is more than the inves…
 
On Today's Episode: What can we learn from Aesop’s fables when it comes to gaining financial wisdom? Sean shares how each of these fables relate to our own financial decisions. Timestamps: 0:28 - Time for back to school! 1:52 - What can we learn from the miser and his gold? 6:38 - The tortoise and the hare shows us that slow and steady wins the rac…
 
When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions. Key topics on this episode: 0:39 - Ready to play Jeopardy? 1:55 - High fees and broken promises with market risk. 3:25 - What requires a financial profess…
 
What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period. Key topics on this show: 1:10 – What do you want out of retirement? 2:54 – Knowing your numbers 4:34 – Get a strong understanding of your needs 5:48 –…
 
What trips people up when they try to make financial decisions? We talk through financial roadblocks and how to avoid them on today’s show. Key topics on this show: 1:28 - There are a lot of decisions to make. 3:26 - We do some research. 6:55 - The financial industry can be full of jargon and confusion. 7:44 - Talking about money may seem taboo. 10…
 
What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show! Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 0:35 - The summer heat has hit. 1:36 - If you get hurt, do you need to amputate? 5:27 - Dads use their strength to take o…
 
Do you ever feel bogged down by all the research before making a big decision? When is research helpful and when is it too much? Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 1:16 - Many do more research for a vacation than retirement. 2:17 - What kind of resources does Sean like? 4:34 - Doe…
 
We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning. Read more and get additional financial resources here: http://retirementelevatedpodcast.com …
 
How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals. Read more and get additional financial resources here: http://retirementelevatedpodcast.com What we discuss in this episode: 0:34 - Baseball is back! 2:33 - How much money …
 
Are you feeling a bit anxious about your financial situation every time you read or watch the news? Sean talks through current events and what kind of economic impact they could have. Read more and get additional financial resources here: http://retirementelevatedpodcast.com What we discuss in this episode: 0:13 - What is happening at the tank? 1:4…
 
What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up. What we discuss: 0:32 - Youth baseball season is back! 1:46 - Mutual fund expenses can be hard to find. 3:11 - Variable annuities are notorious for hidden fees. 5:40 - Inflation is back with a vengeance. 8:18 - Tax increases will impact us. 10:06 -…
 
How are geopolitical events impacting the market? What is being reported on and what is not? On today’s special market update show, Michael Sorrentino, CIO of Elevated Capital Advisors, discusses these topics and more. What we discuss: 0:55 – Let’s talk through this 1:55 – Catalysts for volatility 5:33 – What’s not being reported 11:06 – The shift …
 
What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals. What we discuss: 0:30 - How do we feel about this year’s Super Bowl? 1:33 - What signs show an advisor is overly focused on selling? 2:35 …
 
There’s a whole lot of life we can’t control, but let’s focus instead on what you can control. Regardless of what the future may bring, you still can take control and strategize as best as possible now. What we discuss: 1:19 - Can’t control the market. 4:49 - Can’t control how long you’re going to live. 6:40 - Taxes are inevitable. 8:47 - Is Social…
 
What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year. What we discuss: 1:23 - Adjust tax withholdings. 3:43 - Assess retirement contributions. 5:52 - Gather your tax information. 8:19 - What’s your overall retirement health? Get additional financial information: https://retiremen…
 
What can we learn from characters like Scrooge or George Bailey when it comes to your financial plan? Sean shares how to can have a better approach to your finances in this fun Christmas episode. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-79-classic-christmas-characters/ What we discuss: 0:34 - S…
 
What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-78-end-of-the-year-financial-moves/ What we discuss: 1:06 - Is it too late to max out retirement contributions? 2:48 - H…
 
Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-77-financial-half-truths/ What we discuss: 0:20…
 
Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor? Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/ What we discuss: 0:26 - Sean’s …
 
Is it time to put your lazy money to work? On today’s show, we talk about what lazy money is and why you shouldn’t keep too much of it lying around. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-75-lazy-money/ What we discuss: 1:00 - What is lazy money? 3:09 - Why do people have it? 4:29 - Why is ha…
 
What kind of decisions do you need to make when it comes to your home in retirement? Sean talks through several scenarios people tend to consider when it comes to their house. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/this-ones-on-the-house/ What we discuss: 0:39 - How’s everything been? 1:28 - Fee…
 
What are the questionable kinds of financial advisors you should look out for? On today’s podcast we have a bit of fun as we categorize a few different types of advisors you may want to steer clear of. Read more and get additional financial resources here: https://wp.me/paeqsR-dc What we discuss on this episode: 0:40 - What are Sean’s Labor Day pla…
 
From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan. Read more and get additional financial resources here: https://wp.me/paeqsR-d6 What we discuss on this episode: 1:49 - What scares people about retirement? 3:38 - Whic…
 
Let’s go through the retirement checklist to cover all the key issues you should think about before retirement. How prepared are you? Read more and get additional financial resources here: https://wp.me/paeqsR-cY What we discuss on this episode: 0:50 - What should we consider before we retire? 2:52 - Are you retiring early? 4:24 - What is the Socia…
 
Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them. Read more and get additional financial resources here: https://wp.me/paeqsR-cS What we discuss on this episode: 0:26 - Sean’s enjoying summer time. 1:11 - What tax documents should you keep on file? 2:59 - What healthc…
 
For whatever reason, forced and early retirements do happen. What should you do? Sean talks through some strategies to make sure the transition is as smooth as possible. Read more and get additional financial resources here: https://wp.me/paeqsR-cG What we discuss on this episode: 0:24 - How does Sean celebrate the 4th of July? 1:40 - Forced retire…
 
Are you prepared for these possible unexpected expenses in retirement? Find out what you need to include in your plan to be prepared. Read more and get additional financial resources here: https://retirementelevatedpodcast.com/podcast/unexpected-retirement-expenses/ What we discuss on this episode: 1:05 - What retirement expenses get overlooked? 1:…
 
Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on? Read more and get additional financial resources here: https://wp.me/paeqsR-cs What we discuss on this episode: 1:02 - The economy is made up of several components. 4:32 - Fund your Roth 401(k). 6:02 - Is cash value l…
 
A great way to save for and build toward retirement in through your 401(k) at work. That said, some of these common mistakes can cause real issues. On today’s podcast, we discuss possible pitfalls with your 401(k) and how to avoid them. Read more and get additional financial resources here: https://wp.me/paeqsR-cl What we discuss on this episode: 0…
 
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. Read more and get additional financial resources here: https://wp.me/paeqsR-cc What we discuss on this episode: 2:45 – Peace of mind 5:59 – Diversity of assets 7:15 – Confidence 9:…
 
What’s the latest news about the SECURE Act and inherited IRAs? The SECURE Act was the death of the stretch IRA. Previously, inheritors were allowed to stretch out the withdrawals of the inherited IRA over their life expectancy. The SECURE Act that was enacted at the beginning of 2020 changed things to the 10-year rule. But is it what we thought it…
 
Have you stopped to think about what you want retirement to look like? Past your financials, retirement planning has a lot to do with your goals and wants when it comes to how you plan to spend your time. Today, Sean talks with Daniel Allgaier, CFP®, about the mindset and the end goal when it comes to retirement. Read more and get additional financ…
 
Where and how should you allocate? What’s typical among other affluent households when it comes to investing? We talk with a member of our team to help you understand our approach a little better. Read more and get additional financial resources here: https://wp.me/paeqsR-bQ What we discuss on this episode: 1:57 - What does it mean to “begin with t…
 
Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? On today’s podcast, we’ll talk about the common financial areas people tend to guess instead of prepare and how to plan for them. Read more and get additional financial resources here: https://wp.me/…
 
With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We'll take you through the process and what you can expect on today's show. Read more and get additional planning resources here: https://wp.me/paeqsR-bB What we discuss on this episode: 0:39 - What’s Sean’s least fav…
 
我實在太喜歡這首歌詞,於是做了一個可以放出來的版本。 Meanwhile 完美的癮扎進我眼球 預設命運不由我選擇 My mind, set me free 玩家代號 Alligator And my baby see you later Instrumental by Enrry Senna.Sean Lee
 
More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode of the Retirement Elevated podcast, Sean shares the pros and cons of different investment accounts. Read more and get additional financial resources here: https://wp.me/paeqsR-bs …
 
Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode. Read more and get additional financial resources here: https://wp.me/paeqsR-bi What we discuss on this show: 1:39 - What is a values-based retirement plan? 5:02 - Does your retirement plan align with your moral beliefs…
 
Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor. Read more and get additional financial resources here: https://wp.me/paeqsR-bc What we discuss on this show: 2:29 - Is your advisor doing this? 3:37 - Does your advisor inc…
 
Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning. Read more and get additional financial resources here: https://wp.me/paeqsR-aU Check out the 'Life is a Ballgame' PDF: https://wp.me/aaeqsR-aV What we discuss on this show: 1:46 - Shoring up retirement income strategy is like …
 
As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving vs. spending, Sean reflects on what’s been going on in our country. Read more and get additional financial resources here: https://wp.me/paeqsR-aT What we discuss on this show: 1:02 - How is the mar…
 
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