All Episodes (103)
From new to old
From new to old
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1. Retirement Satisfaction
May 09,2024 13:30 -
2. Irreversible Financial Decisions
Apr 25,2024 12:41 -
3. Financial Mistakes Made During Divorce
Mar 28,2024 12:22 -
4. Facing Financial Villains
Mar 14,2024 13:43 -
5. Important Ages in Retirement
Feb 08,2024 13:51 -
6. Portfolio Expectations
Jan 25,2024 11:52 -
7. Financial Fill in the Blank
Dec 21,2023 12:40 -
8. Financial Lessons from Homer Simpson
Dec 07,2023 17:06 -
9. Easy Wins in Personal Finance (Part 2)
Nov 16,2023 14:29 -
10. Easy Wins in Personal Finance (Part 1)
Nov 02,2023 12:31 -
11. Dissecting Dave Ramsey’s Advice
Sep 14,2023 15:19 -
12. Financial Advising Relationships: Local vs. Remote
Aug 31,2023 14:35 -
13. Rounding Third: Sean’s New Book
Jul 27,2023 11:43 -
14. Well I Heard…
Jul 20,2023 16:27 -
15. Reasons Why People Don’t Visit With An Advisor
Jun 29,2023 16:17 -
16. Busy, Busy, Lee: An Update on Elevated Retirement Group
May 25,2023 13:13 -
17. Having Financial Hindsight
Apr 06,2023 16:55 -
18. Easy Ways to Ruin Retirement
Mar 23,2023 14:56 -
19. Financial Planning with Yogi Berra
Mar 02,2023 14:24 -
20. The Biggest Retirement Challenge No One Talks About
Feb 16,2023 13:13 -
21. What You Need To Know About Secure Act 2.0
Jan 26,2023 18:50 -
22. 100th Episode Special with a Surprise Guest
Jan 12,2023 07:53 -
23. The Desire to Retire
Dec 15,2022 14:07 -
24. When the Grass Looks Greener with Another Advisor
Dec 01,2022 18:03 -
25. Things to Be Thankful For
Nov 17,2022 14:54 -
26. 3 Biggest Financial Assets
Oct 13,2022 12:04 -
27. Understanding Media Bias
Sep 29,2022 13:27 -
28. Don’t Screw It Up
Sep 08,2022 14:01 -
29. What Popular Fables Reveal About Our Personal Finances
Aug 25,2022 15:23 -
30. Let’s Play Financial Jeopardy
Aug 04,2022 13:32 -
31. The Ten Years Before Retirement
Jul 21,2022 12:49 -
32. Navigating These Decision-Making Roadblocks
Jun 30,2022 14:05 -
33. Stuff Dads Say and Do
Jun 16,2022 13:07 -
34. Doing Research Before Financial Decisions
May 12,2022 13:05 -
35. Retirement Pain Points
Apr 28,2022 12:12 -
36. Asking the Wrong Questions
Apr 07,2022 13:20 -
37. Planning During High Anxiety Times
Mar 17,2022 13:49 -
38. Hidden Expenses
Mar 03,2022 14:33 -
39. ALERT: Special Market Update
Feb 25,2022 27:57 -
40. The Financial Planning Process
Feb 17,2022 12:17 -
41. The Things You Can Control (And The Things You Can’t)
Jan 27,2022 12:42 -
42. New Year’s Financial Checklist
Jan 13,2022 11:16 -
43. Classic Christmas Characters
Dec 21,2021 13:26 -
44. End of the Year Financial Moves
Dec 09,2021 11:46 -
45. Financial Half Truths
Nov 18,2021 13:48 -
46. Mistakes to Avoid When Choosing a Financial Advisor
Nov 04,2021 13:28 -
47. Lazy Money
Oct 14,2021 12:18 -
48. This One’s On The House
Sep 23,2021 14:13 -
49. Questionable Financial Advisors
Sep 02,2021 13:25 -
50. Multiple Choice Retirement Quiz
Aug 19,2021 12:41 -
51. What Issues Should I Consider Before I Retire?
Aug 05,2021 15:35 -
52. What Important Documents Should You Keep?
Jul 22,2021 14:43 -
53. What to Do When Facing a Forced Retirement
Jul 08,2021 13:06 -
54. Unexpected Retirement Expenses
Jun 24,2021 12:57 -
55. Diffusing the Tax Time Bomb
Jun 10,2021 13:33 -
56. Common 401K Mistakes
May 27,2021 12:16 -
57. The Key to Achieving Retirement Satisfaction
May 06,2021 13:43 -
58. The SECURE Act - RMD & Inherited IRA Surprises
Apr 22,2021 11:21 -
59. Getting The Right Mindset For Retirement
Apr 01,2021 15:36 -
61. The Financial Plan Guessing Game
Feb 25,2021 17:12 -
62. What Can You Expect From a Virtual Meeting With Us?
Feb 11,2021 09:16 -
63. What Tax Consequences Should You Be Aware Of?
Jan 21,2021 15:03 -
64. What Is Values-Based Financial Planning?
Jan 07,2021 17:49 -
65. Is Your Financial Advisor Doing This?
Dec 17,2020 14:54 -
66. Financial Life and Baseball
Dec 03,2020 10:14 -
67. 2020 End of Year Planning Ideas
Nov 19,2020 11:33 -
68. Mailbag: Is Now The Time For An Early Retirement?
Oct 15,2020 12:23 -
69. Football and Financial Planning
Oct 01,2020 13:43 -
70. 10 Step Layoff Survival Guide, Part 2
Sep 17,2020 13:19 -
71. 10 Step Layoff Survival Guide, Part 1
Sep 03,2020 16:02 -
72. Talking with Matt Zagula about SMART Retirement and Taxation
Aug 20,2020 26:41 -
73. 5 Easy Ways to Ruin Your Retirement
Aug 06,2020 17:00 -
74. How to Find the Right Advisor
Jul 16,2020 10:50 -
75. Baseball and Financial Planning with John Buck
Jul 02,2020 38:55 -
76. State of the Market with Mike Sorrentino
Jun 18,2020 11:52 -
77. Why We Aren’t Panicking About The Economy
Jun 04,2020 13:57 -
78. Office Reopening and Things to Know
May 21,2020 10:33 -
79. 5 Things to Know About the CARES Act
May 07,2020 12:55 -
80. Being Proactive With Your Financial Plan During a Pandemic
Apr 16,2020 11:25 -
81. Coronavirus Update: State of Business
Apr 02,2020 09:26 -
82. Financial Truths (In a World Full of Financial Fear)
Mar 19,2020 15:35 -
83. Market Update: Coronavirus and Its Impact
Mar 05,2020 11:19 -
84. Are You an Emotional Investor?
Feb 20,2020 10:51 -
85. Will These News Headlines Matter for Your Finances in 2020?
Feb 06,2020 14:21 -
86. Taking Out the Financial Trash
Jan 16,2020 10:41 -
87. Do You Know What Fees and Commissions You’re Paying?
Jan 02,2020 07:14 -
88. What You Need to Know About the SECURE Act
Dec 19,2019 16:50 -
89. Finding The Silver Linings In Forced Retirement Situations
Dec 05,2019 10:38 -
90. 5 Ways We Sabotage Our Own Retirement
Nov 21,2019 14:56 -
91. Why a Portfolio is Not a Plan
Nov 07,2019 12:27 -
92. Why the Final Decade of Work is So Important for Planning
Oct 17,2019 14:15 -
93. Financial Lessons We Can Learn From Flying
Oct 03,2019 12:24 -
94. Busting the Biggest Financial Myths
Sep 19,2019 14:12 -
95. Common Reasons People Stick the Wrong Financial Advisor
Sep 05,2019 11:01 -
96. Developing the Right Financial Plan Takes These Steps
Aug 15,2019 11:54 -
97. Navigating To Safety: How Your Financial Plan Is Like A Lighthouse
Aug 01,2019 10:24 -
99. 8 Provisions From The SECURE Act of 2019
Jul 03,2019 12:02 -
100. Focus On What You Can Control
Jun 20,2019 13:23 -
101. The True Value Of Working With A Financial Advisor
Jun 06,2019 09:18 -
102. Famous Last Words (You Don’t Want to Say About Retirement!)
May 16,2019 15:58 -
103. 5 Simple Retirement Questions
May 02,2019 16:25
Retirement Elevated Podcast with Sean Lee
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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