Retirement Elevated Podcast with Sean Lee Podcast
1) Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)
📞 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.elevate...Show More
2) How Would You Invest a Million Dollars?
📞 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.eleva...Show More
3) Do Your Feelings Belong in Your Financial Plan?
📞 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.elevate...Show More
4) The Hidden Costs of Having Multiple Financial Advisors
📞 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.elevate...Show More
5) October is Financial Planning Month: Here’s Your Checklist
📞 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.elevate...Show More
6) Should You Take Social Security Early? Let’s Break It Down!
📞 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 ...Show More
7) 5 Signs You Might Be Wealthier Than You Think
📞 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 q...Show More
8) Big Beautiful Bill Myths Debunked
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9) Gen X, It’s Time To Think About Retirement
📞 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.elevate...Show More
10) 5 People You Meet Before Retirement
📞 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.elevate...Show More