Retirement Elevated Podcast with Sean Lee

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Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked ha...

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A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, Sean walks through what it actually feels like to work with a fi...

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https://calendly.com/erg-slc/15minutediscoverycall

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There’s some big retirement news out of Washington worth understanding. President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans wh...

Today, we're talking about what to do when things go right. A windfall, a surprise, an unexpected financial event. Because good fortune without a plan can unravel faster than you'd expect. Sean goes over five situations that look like pure luck from the outside… and what needs to happen next. The people who make the most of good fortune aren't necessarily the luckiest. They're the most prepared.

Here’s what we discuss ...

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 it? It's more common than people admit. And it can quietly rob you of the retirement you worked so hard to build. A great financial plan’s purpose is to both protect you and give you permission to spend and enjoy your life.

He...

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 hot takes can be entertaining, motivating, and occasionally… unhinged. Today, Sean explains that the key is knowing which advice fits your life and circumstances and ignoring the irrelevant stuff.

Here’s what we discus...

📞 Get your customized planning started by booking a 15-minute consultation:

https://calendly.com/erg-slc/15minutediscoverycall

📘 Grab Your FREE Copy of "Rounding Third"

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There’s no shortage of retirement advice, especially on social media, where bold claims and simple formulas get a lot of attention. But how much of it actually applies to your unique situation? Sean plays MythBu...

📞 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’s changing in 2026 that retirees and pre-retirees should actually care about? This episode walks through the key updates quietly reshaping retirement planning- from Social Security’s cost-o...

📞 Get your customized  planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

📘 Grab Your FREE Copy of "Rounding Third"

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Finance is full of shiny objects, and not all of them are helpful. In this episode, Sean reveals the five most misleading tactics people encounter, from slick sales brochures to “guaranteed” ret...

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Most people never realize their 401(k) might include a powerful option called a Self-Directed Brokerage Account (SDBA), and even fewer understand how it works. Sean breaks down what an SDBA actually is, who qualifies...

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What should you do if you suddenly had $1 million to invest? Sean looks at how three financial advisors answered that question, and why the real answer isn’t a single portfolio, but a personalized plan. Age, g...

📞 Get your customized planning started by booking a 15-minute consultation:

https://calendly.com/erg-slc/15minutediscoverycall

📘 Grab Your FREE Copy of "Rounding Third"

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Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as...

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https://calendly.com/erg-slc/15minutediscoverycall

📘 Grab Your FREE Copy of "Rounding Third"

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Some people believe having two financial advisors means double the wisdom, but does that really yield double the benefit? Today, Sean explains why working with multiple advisors can create conflicting advice, overlapp...

📞 Get your customized planning started by booking a 15-minute consultation:

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October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costumes or candy, it’s a perfect reminder to pause, take sto...

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If your parents died relatively young, it’s natural to wonder what that might mean for your own future. From a financial standpoint, that uncertainty raises tough questions: should it change how you plan for retirement, or when you decide to start taking Social Security benefits? In this episode, Sea...

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Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them involve yachts or private jets. In this episode, Sean analyzes t...

📞 Get your customized planning started by booking a 15-minute consultation:

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📘 Grab Your FREE Copy of "Rounding Third"

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Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what this new...

📞 Get your customized planning started by booking a 15-minute consultation:

https://calendly.com/erg-slc/15minutediscoverycall

📘 Grab Your FREE Copy of "Rounding Third"

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Generation X, welcome to your retirement wake-up call. In this nostalgic but practical episode, we’re going to take Gen Xers down memory lane and straight into the financial realities of retirement planning. Fro...

📞 Get your customized planning started by booking a 15-minute consultation:

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📘 Grab Your FREE Copy of "Rounding Third"

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In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. Today, let’s talk about the five people you should meet before retirement—p...