Retirement Elevated Podcast with Sean Lee
Sean Lee
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The Surprisingly Hard Part of Retirement Nobody Warns You About
Most retirement conversations are about saving enough. Today, Sean’s talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend…
Reacting To Financial Hot Takes
Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Financial…
10 Retirement Myths Too Many People Still Believe
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
What’s New For Retirees & Pre-Retirees in 2026?
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
5 Most Misleading Things in Finance
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
How Would You Invest a Million Dollars?
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
Do Your Feelings Belong in Your Financial Plan?
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
The Hidden Costs of Having Multiple Financial Advisors
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
October is Financial Planning Month: Here’s Your Checklist
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
Should You Take Social Security Early? Let’s Break It Down!
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall If your parents died relatively young, it’s natural to wonder what that…
5 Signs You Might Be Wealthier Than You Think
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall Most people don’t feel wealthy. But what if your day-to-day habits are…
Big Beautiful Bill Myths Debunked
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
Gen X, It’s Time To Think About Retirement
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
5 People You Meet Before Retirement
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding…
Should You Lend Money to Friends or Family?
We all want to support the people we care about, but when money enters the equation, even the best intentions can lead to tension. In this episode, Sean unpacks the emotional and financial…
5 Ways Wishful Thinking Can Damage Your Retirement
A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Sean’s walking through five common examples of wishful…
Am I Saving Too Much?
Are you saving so much for retirement that it’s squeezing your life today? In this episode, Sean answers a viewer question about finding the right balance between preparing for the future and living…
Inside the Advisor’s Office: What People Are Actually Concerned About
Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are…
Key 2025 Tax Breaks & Adjustment Opportunities
Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025—before the year gets away from you. With…
Frequently Asked Questions
Retirement Elevated Podcast with Sean Lee has published 157 episodes since September 2018, covering topics in Business, Business News.
Retirement Elevated Podcast with Sean Lee is currently highly active with new episodes every 2 weeks. Average episode length is 14m.
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