
Retirement Elevated Podcast with Sean Lee
by Sean Lee
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From 15 epsHosts
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Recent episodes
Reacting to the Most Watched Retirement Video of the Year
Jul 9, 2026
17m 00s
The Guilt-Free Vacation: How to Spend on Travel Without Derailing Your Retirement
Jun 25, 2026
13m 43s
From First Conversation to Long-Term Plan- Here's How We Work
Jun 4, 2026
17m 49s
A New Way to Save for Retirement Just Got Signed Into Law
May 21, 2026
11m 01s
Some People Call It Luck - We Call It a Planning Opportunity
Apr 30, 2026
19m 56s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/9/26 | retirement planningdownsizing+4 | — | YouTubeERG-SLC+2 | — | retirement videofinancial planning+4 | — | 17m 00s | ||
| 6/25/26 | travel planningretirement budgeting+3 | — | Rounding ThirdERG+2 | Summer | retirementtravel+4 | — | 13m 43s | ||
| 6/4/26 | financial planninginvestment strategy+3 | — | Rounding ThirdERG SLC+2 | 801 | financial advisorplanning process+3 | — | 17m 49s | ||
| 5/21/26 | retirement savingsexecutive order+4 | — | Trump IRARounding Third+1 | Washington | retirementsavings+6 | — | 11m 01s | ||
| 4/30/26 | financial planningwindfall management+3 | — | Rounding ThirdERG | — | financial planningwindfall+3 | — | 19m 56s | ||
| 4/16/26 | spending shiftfear of running out+3 | — | Rounding Third | — | retirementfinancial planning+2 | — | 14m 14s | ||
| 3/5/26 | financial advicemoney management+1 | — | Rounding Third | — | KiyosakiOrman+3 | — | 20m 53s | ||
| 2/19/26 | Retirement MythsWills vs. Trusts+4 | — | Rounding ThirdSocial Security+1 | — | retirement advicepersonalized planning+1 | — | 19m 26s | ||
| 2/5/26 | Social Security COLAMedicare Premiums+4 | — | Rounding ThirdSocial Security’s+2 | — | retirement planning2026 changes+3 | — | 13m 44s | ||
| 12/18/25 | misleading finance tacticsfinancial planning+3 | — | Rounding Third | — | financeplanning+3 | — | 15m 20s | ||
| 12/4/25 | Self-Directed Brokerage Accounts401(k) options+3 | — | Rounding Third | — | retirement planninginvestment freedom+2 | — | 12m 55s | ||
| 11/26/25 | investment strategiespersonalized financial planning+3 | — | Rounding Third | — | financial advisorsemergency funds+3 | — | 17m 28s | ||
| 11/13/25 | emotional side of financial planningsimplicity vs. detail+3 | — | Rounding Third | — | financial planningretirement+3 | — | 15m 39s | ||
| 10/30/25 | financial advisorsinvestment strategy+3 | — | Rounding Third | — | conflicting adviceoverlapping investments+2 | — | 15m 26s | ||
| 10/16/25 | Financial PlanningPersonal Finance+1 | — | Rounding Third | — | financial checklistmoney management+2 | — | 13m 16s |
Showing 15 of 15
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