Retirement Elevated Podcast with Sean Lee
Business & Finance
About
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Episodes
- Some People Call It Luck - We Call It a Planning Opportunity
This episode of Retirement Elevated Podcast with Sean Lee covers how to manage unexpected financial windfalls. It details five situations that may seem like luck but require planning, emphasizing the importance of pausing decisions, defini…
- The Surprisingly Hard Part of Retirement Nobody Warns You About
Sean Lee on Retirement Elevated Podcast discusses the common difficulty of transitioning from saving to spending in retirement. He covers psychological barriers like fear of running out of money, guilt, and the importance of a clear plan t…
- Reacting To Financial Hot Takes
Sean Lee of Retirement Elevated Podcast discusses common financial hot takes, explaining how to discern valuable advice from unhinged opinions. The episode covers specific viewpoints from Kiyosaki, Orman, O'Leary, Ramsey, and Musk regardin…
- 10 Retirement Myths Too Many People Still Believe
Sean Lee debunks ten common retirement myths, emphasizing personalized planning over generic advice. The episode covers wills versus trusts, investment shifts, Social Security, tax expectations, and the realities of working longer.
- What’s New For Retirees & Pre-Retirees in 2026?
Sean Lee covers 2026 retirement planning changes impacting Social Security COLA, Medicare premiums, senior tax deductions, and catch-up contributions. The episode also touches on Roth rules for high earners and the importance of early-year…
- 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 Third" http://rounding-third.elevatemyretirement.com/ Finance is full of sh…
- 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 Third" http://rounding-third.elevatemyretirement.com/ Most people never rea…
- 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 Third" http://rounding-third.elevatemyretirement.com/ What should you do if…
- 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 Third" http://rounding-third.elevatemyretirement.com/ Most people think fin…
- 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 Third" http://rounding-third.elevatemyretirement.com/ Some people believe h…
- 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 Third" http://rounding-third.elevatemyretirement.com/ October is known for…
- 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 might mean for your own future. From a…
- 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 quietly building serious financial stren…
- 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 Third" http://rounding-third.elevatemyretirement.com/ Big tax law changes a…
- 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 Third" http://rounding-third.elevatemyretirement.com/ Generation X, welcome…
- 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 Third" http://rounding-third.elevatemyretirement.com/ In the book The Five…
- 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 complexities of lending to family and friends. He…
- 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 thinking that can quietly damage your reti…
- 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 fully in the present. Can you save too m…
- 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 facing today. From retirement planning…
- 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 higher standard deductions, increased retire…
- Do Smart Investors Really Need a Financial Advisor?
Do you really need a financial advisor, or can you handle your investments on your own? We received a question from someone who has been a successful investor and is wondering whether they would get value out of a financial advisor. Let’s…
- Preparing for Life After a Career Change
It’s been a tumultuous start to 2025 in the job market as layoffs are happening across a number of different sectors. No matter how you feel about the state of things, it’s important to take the necessary steps to prepare if you’re worried…
- Preparing for the Snowbird Lifestyle in Retirement
As winter approaches, many retirees are looking for ways to escape the cold, and snowbirding has become a popular solution. But what does it really entail? In this episode, Sean shares insights on the top destinations for snowbirds, includ…
- Build A Winning Retirement Plan
Baseball and retirement planning might have more in common than you think. Just as a solid batting average leads to a successful career, a steady financial plan can pave the way for a winning retirement. While it may be tempting to aim for…
- 4 Budget Friendly Retirement Activities
Retirement doesn’t have to break the bank, but with the rising costs of living, it can be tough to stay within your budget. It’s essential to find affordable ways to live life so if you’re looking to cut back on expenses, we have four budg…
- Maximize Your Social Security Benefits: A Real Life Case Study
Everyone wants to know how to maximize their Social Security benefits. It’s a question that comes up nearly every time we meet with someone. While the simple answer is to wait as long as possible to get the largest monthly benefit, the str…
- Five Steps To Improve Your Financial Success Score
How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we're going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financi…
- 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…
- Real World Examples of Roth Conversions
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…
- What Happens if Social Security Raises the Retirement Age?
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…
- Beyond The Metrics: What Makes A Successful Retirement?
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 mon…
- Is Dividend Investing Still a Viable Retirement Income Strategy?
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 he…
- Asking the Magic 8 Ball Financial Questions
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 quizze…
- What Accounts Do I Withdraw From First In Retirement?
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 accoun…
- Retirement Baseball
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 t…
- Rookie Investment Mistakes
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 you…
- Retirement Satisfaction
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…
- Irreversible Financial Decisions
Have you ever wondered about the decisions in life that you can't take back? Today, we deep dive into the irreversible choices that can shape your financial future, especially when it comes to retirement. Here’s some of what we discuss in…
- Financial Mistakes Made During Divorce
What kinds of financial mistakes do people make amidst a divorce? If you find yourself facing a divorce, there are some financial things you will want to be aware of as you move forward. From how to divvy up assets in a way that is financi…
- Facing Financial Villains
Movie villains are usually pretty easy to identify with their ominous music, masks, and often dark clothing. In the financial world, some of the villains can be a bit harder to spot. We talk about some of the most infamous movie villains a…
- Important Ages in Retirement
What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of…
- Portfolio Expectations
What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be. We discuss some of the differences…
- Financial Fill in the Blank
Let’s play a game of fill in the blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement? What’s the biggest financial mist…
- Financial Lessons from Homer Simpson
Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn. From what we are teaching our kids about money to facing u…
- Easy Wins in Personal Finance (Part 2)
Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial life. If you didn’t hear p…
- Easy Wins in Personal Finance (Part 1)
From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes to your financial l…
- Dissecting Dave Ramsey’s Advice
Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views on social media. Today, we talk through what…
- Financial Advising Relationships: Local vs. Remote
The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client? Here’s what we talk about on today’s show: W…
- Rounding Third: Sean’s New Book
While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided. On today’s podcast we talk about his book, Rounding Third: Preparing for Your Finance…