Retirement Elevated Podcast with Sean Lee

Dec 05 2024 130 ep. 14 mins 30

Retirement Elevated Podcast with Sean Lee artwork

Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.

Copy RSS

Subscribe on Podcast Addict

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

Dec 05 2024 17 mins

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! Here’s what we discuss in this episode: 0:00 – Intro 2:08 – Concerned 3:15 – The blurred line with cla

Real World Examples of Roth Conversions

Nov 21 2024 18 mins

There’s been a growing buzz around Roth conversions, but what do they actually entail? This popular strategy makes a lot of sense within a financial plan, but like all tools, it’s not for everyone. In this episode, we dig into this complex subject with real-world examples that illustrate the potential benefits and pitfalls of this strategy. Here’s what we discuss in this epis

What Happens if Social Security Raises the Retirement Age?

Nov 07 2024 20 mins

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Here’s what we discuss in this episode: 0:00 – Intro 3:10 – The proposal 5:42 – Report detail

Beyond The Metrics: What Makes A Successful Retirement?

Oct 24 2024 9 mins

When it comes to creating a successful retirement plan, the financial metrics are going to be a big part of achieving your goals. In order to enjoy your retirement, you need to have the ability to fund your lifestyle and not run out of money. But money isn’t the only measurement of success. Here’s what we discuss in this episode: 0:00 – Intro 0:23 – What does success look l

Is Dividend Investing Still a Viable Retirement Income Strategy?

Oct 10 2024 11 mins

Dividend investing has long been a popular choice for retirees looking to generate a steady income but is living off dividends still a viable strategy? Today we’ll talk more about the ways to generate income and the strategies we use to help ensure our clients have enough to live comfortably. Here’s what we discuss in this episode: 0:00 – Intro 0:24 – Spring Training base

Asking the Magic 8 Ball Financial Questions

Oct 03 2024 19 mins

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would t

What Accounts Do I Withdraw From First In Retirement?

Aug 08 2024 14 mins

Planning for retirement involves many crucial decisions, one of which is determining the best order to withdraw from your retirement accounts. Traditional advice often suggests a sequential approach- pulling money out of one type of account completely before moving to the next. But is this really the best strategy for everyone? Tune in as Sean shares some key factors to consider wh

Retirement Baseball

Jun 20 2024 12 mins

No one hits a home run every time! While home runs are an exciting part of any baseball game, the end result of who wins the game has a lot more to do with how the rest of the game is played. Drawing from his extensive experience both on the field and in finance, Sean provides valuable insights into how the principles of baseball can be applied to crafting a successful retirement s

Rookie Investment Mistakes

Jun 06 2024 14 mins

Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them. Whether you're just starting out or looking to refine your strategy, Sean emphasizes the importance of knowing what each investment is for. Just like players on a baseball team, each investment should h

Retirement Satisfaction

May 09 2024 13 mins

Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs. Sean outlines the importance of clarity and confidence in your financial situation. He stresses that knowing the math problem- what you'll need versus what you'll have- is the first step toward a robust retirement plan. Here’s s