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July 10, 2025 • 15 mins

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Ā 

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—people who can guide your next chapter and help you retire with clarity, confidence, and purpose.

In this episode, Sean breaks down a unique ā€œretirement dream teamā€ approach that blends practical wisdom with real-world stories.

Here’s what we discuss in this episode:

🧩 Why a financial advisor is your retirement ā€œpuzzle masterā€

šŸ“œ The estate planning move that prevents family fallout

šŸ›”ļø How insurance specialists protect your retirement lifestyle

šŸ‹ļøā€ā™‚ļø Why fitness isn’t just about health, it’s about freedom

āš ļø The biggest mistakes people make when setting up a trust

Ā 

Contact us:

(801) 639-0095

slee@erg-slc.com

Watch the show on YouTube: https://www.youtube.com/channel/UCSvc4i_5kYjIQXyr0fNTeXQĀ 

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