The Things You Can Control (And The Things You Can’t)
Sean LeeEpisode Description
More Episodes
-
0Retirement Satisfaction
-
0Irreversible Financial Decisions
-
0Financial Mistakes Made During Divorce
-
0Facing Financial Villains
-
0Important Ages in Retirement
-
0Portfolio Expectations
-
0Financial Fill in the Blank
-
0Financial Lessons from Homer Simpson
-
0Easy Wins in Personal Finance (Part 2)
-
0Easy Wins in Personal Finance (Part 1)
-
0Dissecting Dave Ramsey’s Advice
-
0Financial Advising Relationships: Local vs. Remote
-
0Rounding Third: Sean’s New Book
-
0Well I Heard…
-
0Reasons Why People Don’t Visit With An Advisor
-
0Busy, Busy, Lee: An Update on Elevated Retirement Group
-
0Having Financial Hindsight
-
0Easy Ways to Ruin Retirement
-
0Financial Planning with Yogi Berra
-
0The Biggest Retirement Challenge No One Talks About
-
0What You Need To Know About Secure Act 2.0
-
0100th Episode Special with a Surprise Guest
-
0The Desire to Retire
-
0When the Grass Looks Greener with Another Advisor
-
0Things to Be Thankful For
-
03 Biggest Financial Assets
-
0Understanding Media Bias
-
0Don’t Screw It Up
-
0What Popular Fables Reveal About Our Personal Finances
-
0Let’s Play Financial Jeopardy
-
0The Ten Years Before Retirement
-
0Navigating These Decision-Making Roadblocks
-
0Stuff Dads Say and Do
-
0Doing Research Before Financial Decisions
-
0Retirement Pain Points
-
0Asking the Wrong Questions
-
0Planning During High Anxiety Times
-
0Hidden Expenses
-
0ALERT: Special Market Update
-
0The Financial Planning Process
-
0New Year’s Financial Checklist
-
0Classic Christmas Characters
-
0End of the Year Financial Moves
-
0Financial Half Truths
-
0Mistakes to Avoid When Choosing a Financial Advisor
-
0Lazy Money
-
0This One’s On The House
-
0Questionable Financial Advisors
-
0Multiple Choice Retirement Quiz
-
0What Issues Should I Consider Before I Retire?
-
0What Important Documents Should You Keep?
-
0What to Do When Facing a Forced Retirement
-
0Unexpected Retirement Expenses
-
0Diffusing the Tax Time Bomb
-
0Common 401K Mistakes
-
0The Key to Achieving Retirement Satisfaction
-
0The SECURE Act - RMD & Inherited IRA Surprises
-
0Getting The Right Mindset For Retirement
-
0Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®
-
0The Financial Plan Guessing Game
-
0What Can You Expect From a Virtual Meeting With Us?
-
0What Tax Consequences Should You Be Aware Of?
-
0What Is Values-Based Financial Planning?
-
0Is Your Financial Advisor Doing This?
-
0Financial Life and Baseball
-
02020 End of Year Planning Ideas
-
0Mailbag: Is Now The Time For An Early Retirement?
-
0Football and Financial Planning
-
010 Step Layoff Survival Guide, Part 2
-
010 Step Layoff Survival Guide, Part 1
-
0Talking with Matt Zagula about SMART Retirement and Taxation
-
05 Easy Ways to Ruin Your Retirement
-
0How to Find the Right Advisor
-
0Baseball and Financial Planning with John Buck
-
0State of the Market with Mike Sorrentino
-
0Why We Aren’t Panicking About The Economy
-
0Office Reopening and Things to Know
-
05 Things to Know About the CARES Act
-
0Being Proactive With Your Financial Plan During a Pandemic
-
0Coronavirus Update: State of Business
-
0Financial Truths (In a World Full of Financial Fear)
-
0Market Update: Coronavirus and Its Impact
-
0Are You an Emotional Investor?
-
0Will These News Headlines Matter for Your Finances in 2020?
-
0Taking Out the Financial Trash
-
0Do You Know What Fees and Commissions You’re Paying?
-
0What You Need to Know About the SECURE Act
-
0Finding The Silver Linings In Forced Retirement Situations
-
05 Ways We Sabotage Our Own Retirement
-
0Why a Portfolio is Not a Plan
-
0Why the Final Decade of Work is So Important for Planning
-
0Financial Lessons We Can Learn From Flying
-
0Busting the Biggest Financial Myths
-
0Common Reasons People Stick the Wrong Financial Advisor
-
0Developing the Right Financial Plan Takes These Steps
-
0Navigating To Safety: How Your Financial Plan Is Like A Lighthouse
-
0Fish Or Cut Bait – What To Do When You Get Stuck On Financial Decisions
-
08 Provisions From The SECURE Act of 2019
-
0Focus On What You Can Control
-
0The True Value Of Working With A Financial Advisor
-
0Famous Last Words (You Don’t Want to Say About Retirement!)
-
05 Simple Retirement Questions
Comments (0)
0/500
New Comments(0)
What do you think of this episode?