• Retirement Elevated Podcast with Sean Lee

  • 著者: Sean Lee
  • ポッドキャスト

Retirement Elevated Podcast with Sean Lee

著者: Sean Lee
  • サマリー

  • Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
    Copyright 2022 All rights reserved.
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あらすじ・解説

Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
Copyright 2022 All rights reserved.
エピソード
  • Preparing for Life After a Career Change
    2025/03/06

    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 about that possibility.

    We’re going to pull insights from the book Upgrade Your Path by Melissa Ceballos, PHR, SHRM-CP. She’s a great member of our team and a former HR professional, and this book is about navigating a career transition, elevating your professional trajectory, and financial success. We discuss the importance of self-assessment, networking, and understanding your financial situation, offering you a roadmap to take control of your careers and futures.

    If you want to get your own copy of this book, we have a free giveaway offer available now: https://keap.page/vs490/upgrade-your-path-linkedin.html

    Here’s what we discuss in this episode:

    0:00 – Intro

    2:22 – Career transitioning

    3:58 – Federal employees

    5:07 – What options do you have?

    7:49 – First step after a layoff

    11:55 – How jobs are changing

    Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

    Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

    Contact us:

    (801) 639-0095

    slee@erg-slc.com

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    16 分
  • Preparing for the Snowbird Lifestyle in Retirement
    2025/02/20

    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, including the sunny shores of Florida and the warm deserts of Arizona.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:49 – Top destinations

    3:05 – Having two homes

    4:37 – The RV/remote lifestyle

    6:54 – Planning for this

    10:46 – Sean’s thoughts on snowbirding

    Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

    Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

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    17 分
  • Build A Winning Retirement Plan
    2025/02/06

    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 high returns, a strategy focused on steady, incremental growth is often the key to lasting success. In this episode, Sean explains why having a clear, well-defined plan is so crucial. By applying the principles of baseball analytics to retirement planning, you can build a balanced strategy that helps you stay on track and achieve your goals.

    Here’s what we discuss in this episode:

    0:00 – Intro

    2:00 – Your financial batting average

    6:00 – Stability and consistency in retirement

    9:05 – Building a winning portfolio

    11:21 – Having a clear plan

    Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

    Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

    Contact us:

    (801) 639-0095

    slee@erg-slc.com

    続きを読む 一部表示
    16 分

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