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PODCAST

Retirement Elevated Podcast with Sean Lee

Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.

business investing

All Episodes

14:14

The Surprisingly Hard Part of Retirement Nobody Warns...

Retirement Elevated Podcast with Sean Lee ·

2026/04/16

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.Here’s what we discuss in this episode: 💸 Spending Shift: Moving from saving to

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20:53

Reacting To Financial Hot Takes

Retirement Elevated Podcast with Sean Lee ·

2026/03/05

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 discuss in this episode: 🔥 Kiyosaki’s Call – Quit jobs, buy alternative assets 💰 Orman’s

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19:26

10 Retirement Myths Too Many People Still Believe

Retirement Elevated Podcast with Sean Lee ·

2026/02/19

📞 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/ 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 MythBusters and takes on ten common retirement beliefs that can quietly undermine

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13:44

What’s New For Retirees & Pre-Retirees in 2026?

Retirement Elevated Podcast with Sean Lee ·

2026/02/05

📞 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-of-living adjustment and rising Medicare premiums to new senior tax deductions and expanded

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15:20

5 Most Misleading Things in Finance

Retirement Elevated Podcast with Sean Lee ·

2025/12/18

📞 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/ 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” returns that sound too good to be true. He explains why these ideas can create false

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12:55

Unlocking 401(k) Potential with Self-Directed...

Retirement Elevated Podcast with Sean Lee ·

2025/12/04

📞 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/ 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, and why it can open the door to more personalized investment

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17:28

How Would You Invest a Million Dollars?

Retirement Elevated Podcast with Sean Lee ·

2025/11/26

📞 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 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, goals, family needs, tax exposure, and your own comfort level with risk

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15:39

Do Your Feelings Belong in Your Financial Plan?

Retirement Elevated Podcast with Sean Lee ·

2025/11/13

📞 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/ 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 the numbers do. In this episode, Sean explores the emotional side of

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15:26

The Hidden Costs of Having Multiple Financial Advisors

Retirement Elevated Podcast with Sean Lee ·

2025/10/30

📞 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/ 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, overlapping investments, and tax inefficiencies. He outlines the few

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13:16

October is Financial Planning Month: Here’s Your...

Retirement Elevated Podcast with Sean Lee ·

2025/10/16

📞 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/ 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 stock, and be intentional with your money. Today, Sean shares a practical checklist

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15:59

Should You Take Social Security Early? Let’s Break It...

Retirement Elevated Podcast with Sean Lee ·

2025/09/18

📞 Get your customized planning started by booking a 15-minute consultation:https://calendly.com/erg-slc/15minutediscoverycall 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, Sean unpacks the layers behind the choice to claim early. Here’s what we

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14:14

5 Signs You Might Be Wealthier Than You Think

Retirement Elevated Podcast with Sean Lee ·

2025/09/04

📞 Get your customized planning started by booking a 15-minute consultation:https://calendly.com/erg-slc/15minutediscoverycall 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 the habits that signal real, lasting wealth and what to do if you are (or

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15:49

Big Beautiful Bill Myths Debunked

Retirement Elevated Podcast with Sean Lee ·

2025/08/21

📞 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/ 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 bill didn’t actually do. In this episode, Sean breaks down the One Big Beautiful

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19:14

Gen X, It’s Time To Think About Retirement

Retirement Elevated Podcast with Sean Lee ·

2025/08/07

📞 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/ 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. From latchkey kids to financial independence, Gen X has always been resilient

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15:21

5 People You Meet Before Retirement

Retirement Elevated Podcast with Sean Lee ·

2025/07/10

📞 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/ 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,

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14:03

Should You Lend Money to Friends or Family?

Retirement Elevated Podcast with Sean Lee ·

2025/06/26

We all want to support the people we care about, but when money enters the equation, even the best intentions can lead to tension. In this episode, Sean unpacks the emotional and financial complexities of lending to family and friends. He offers real-world guidance to help you handle these situations with clarity and care, without putting your own finances at risk.Here’s what we discuss in this episode: 💵 The importance of setting clear terms and expectations 🧾 How contracts can protect both

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14:46

5 Ways Wishful Thinking Can Damage Your Retirement

Retirement Elevated Podcast with Sean Lee ·

2025/05/22

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Sean’s walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.Here’s what we discuss in this episode: 💸 Why relying only on investment interest could cut your income short 🧾 The truth about taxes in retirement 🚗 Why “every day is

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13:04

Am I Saving Too Much?

Retirement Elevated Podcast with Sean Lee ·

2025/05/08

Are you saving so much for retirement that it’s squeezing your life today? In this episode, Sean answers a viewer question about finding the right balance between preparing for the future and living fully in the present. Can you save too much? Are you over-saving at the expense of living now? Sean addresses the listener’s concern that he’s maxing out multiple accounts but still feels like he’s living paycheck to paycheck. It raises an important point: Is it possible to be too focused on the future

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18:16

Inside the Advisor’s Office: What People Are Actually...

Retirement Elevated Podcast with Sean Lee ·

2025/04/17

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.Here’s what we discuss in this episode: 📉 Outliving assets: why it tops the list 🏥 The overlooked risk

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18:47

Key 2025 Tax Breaks & Adjustment Opportunities

Retirement Elevated Podcast with Sean Lee ·

2025/04/03

Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025—before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to lower your tax bill and boost your savings. In this episode, we’ll break down the key changes and how you can start planning now to make the most of them.Here’s what we discuss

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157 results

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