There’s been a growing buzz around Roth conversions, but what do they actually entail? This popular strategy makes a lot of sense within a financial plan, but like all tools, it’s not for everyone. In this episode, we dig into this complex subject with real-world examples that illustrate the potential benefits and pitfalls of this strategy. Here’s …

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Here’s what we discuss in this episode: 0:00 – Intro 3:10 – The pro…

When it comes to creating a successful retirement plan, the financial metrics are going to be a big part of achieving your goals. In order to enjoy your retirement, you need to have the ability to fund your lifestyle and not run out of money. But money isn’t the only measurement of success. Here’s what we discuss in this episode: 0:00 – Intro 0:23 …

Dividend investing has long been a popular choice for retirees looking to generate a steady income but is living off dividends still a viable strategy? Today we’ll talk more about the ways to generate income and the strategies we use to help ensure our clients have enough to live comfortably. Here’s what we discuss in this episode: 0:00 – Intro 0:2…

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your r…

Planning for retirement involves many crucial decisions, one of which is determining the best order to withdraw from your retirement accounts. Traditional advice often suggests a sequential approach- pulling money out of one type of account completely before moving to the next. But is this really the best strategy for everyone? Tune in as Sean shar…

DJ Notto requested a remix of the Butterbear song. I'm unsure why this song was chosen, but Butterbear is cute anyway, so I created one. I hope you like it and enjoy his future performance.Instrumental from XookwankiiOleh Sean Lee

小版本，重新上傳Instrumental by Paulo, JackinskyOleh Sean Lee

搖滾的星星✨Instrumental by Thiago AnthonyOleh Sean Lee

No one hits a home run every time! While home runs are an exciting part of any baseball game, the end result of who wins the game has a lot more to do with how the rest of the game is played. Drawing from his extensive experience both on the field and in finance, Sean provides valuable insights into how the principles of baseball can be applied to …

端午快樂！This 3-hour set contained a variety of music that I would love to dance at the circuit scene. I hope you enjoy it and dance to my beats.Oleh Sean Lee

Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them. Whether you're just starting out or looking to refine your strategy, Sean emphasizes the importance of knowing what each investment is for. Just like players on a baseb…

Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs. Sean outlines the importance of clarity and confidence in your financial situation. He stresses that knowing the math problem- what you'll need versus what you'll have- is the first step toward a ro…

Have you ever wondered about the decisions in life that you can't take back? Today, we deep dive into the irreversible choices that can shape your financial future, especially when it comes to retirement. Here’s some of what we discuss in this episode: When you start taking Social Security matters. Choose wisely regarding your pension benefits. You…

For your spring break.Instrumental track by GSP, Morten.Oleh Sean Lee

What kinds of financial mistakes do people make amidst a divorce? If you find yourself facing a divorce, there are some financial things you will want to be aware of as you move forward. From how to divvy up assets in a way that is financially sound to dealing with your emotions, there’s a lot to keep in mind. Here’s some of what we discuss in this…

大家都應該聽膩了吧。Instrumental by Wonbeat & Purpose, Kevin de Vries & Mau POleh Sean Lee

Inspired by Miss Honey Dijon. 就打算放一下這首歌。Instrumental by Rafael DutraOleh Sean Lee

Movie villains are usually pretty easy to identify with their ominous music, masks, and often dark clothing. In the financial world, some of the villains can be a bit harder to spot. We talk about some of the most infamous movie villains and share what they have in common with some of the dark and scary things financially speaking. From the Wicked …

祝大家龍年快樂有人想聽就試一下**Instrumental by Guy ScheimanOleh Sean Lee

What are the milestone moments you face in retirement as you age? Today, we talk about some of the ages to keep in mind and why they are important as you reach each one. Whether you are a few years off or if you are right in the middle of these, thinking through what you should be doing with the money can make a huge impact in your financial life. …

What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be. We discuss some of the differences in expectations across the globe. More than that, we consider what the meaning of those returns are and how muc…

Let’s play a game of fill in the blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement? What’s the biggest financial mistake retirees make? Here’s some of what we discuss in this episode: The best way to be sure you don’t run out of…

Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn. From what we are teaching our kids about money to facing uncertainty about our retirement savings, you’ll want to have some healthy financial habits. You also likely hav…

Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial life. If you didn’t hear part one, go back and listen to hear what other simple financial steps you can take. Here’s some of what we disc…

From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes to your financial life. These things can add up to make a big difference, so stay tuned! Here’s some of what we discuss in this ep…

Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views on social media. Today, we talk through what’s what and see what Sean thinks as a financial advisor. Make sure your financial strategy is customized to you…

The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client? Here’s what we talk about on today’s show: With the change in technology, virtual meetings are more common. Convenience can come from meeting online. If yo…

希望你聽完有感受。跟隨著 Barbie 開始這段兩小時，一路從 BPM 124 推到 142 的旅程。混雜的風格，總結了我的整個夏天。Oleh Sean Lee

While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided. On today’s podcast we talk about his book, Rounding Third: Preparing for Your Finances for the Home Stretch to Retirement. This short and straightforward read has a lot of easy-to-understand finan…

We all hear sayings and information that may or may not be true. Are you basing your financial plan on things you heard through the grapevine without finding out if it rings true for you? Instead of going off of what you’ve heard, ask yourself: “What do I want my life to look like?” Join us as we discuss these common ideas and share some questions …

Not everyone has a financial advisor they know and trust. It can be scary to trust a financial advisor, especially when it comes to your nest egg. Sean talks about how he builds trust with clients and what it takes to find the right fit. You want to find someone who can create a financial plan that you are willing to follow and feel confident about…

After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations. Here are the updates Sean shares on today’s show: What’s the latest with Sean, his family, and his business? (0:17) The office is moving after five years. (2:24) A new book is coming! …

Please enjoy my SongKran after-hours live set!Have fun in Bangkok!Oleh Sean Lee

If hindsight is 20/20, what do you wish you knew before now? Instead of wishing you could remake the financial decisions of your past, we talk about the ways you can be more proactive and prepared for financial decisions now and in the future. Here’s what we'll talk about today: Market volatility can cause uncertainty. (1:04) Not understanding your…

After saving and waiting for so many years, no one wants to make a big mistake that ruins retirement! Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities of retirement and some easy ways you could ruin it, drawing on Sean’s insightful conversations with clients as the…

Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From assessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra. Here are the quotes we discuss on today’…

In this episode, Marc and Sean will discuss a recent CNBC article about a man who ‘un-retired’ at 67 because he was bored and restless. What are the biggest issues people face when they don’t have a plan for retirement? We’ll tell you what we’ve seen and talk about what you can do to avoid that feeling. Here’s a little of what we discuss in this ep…

The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out. Here’s what you'll learn about on today’s sh…

Happy Rabbit Year, everyone!!Live session recorded.祝各位兔年快樂！Oleh Sean Lee

In honor of our 100th episode, we have a special guest on the show! Sean’s son, Michael, joins us and shares about his experience having his dad as a coach. From exercises to tournaments, there’s a lot that goes into it. While Sean coaches Michael in baseball, he also coaches several people throughout the week when it comes to retirement. Do you ne…

Some people dream about retiring and it can’t come soon enough. For others, maybe it’s something they are putting off. We talk through the varying degrees of interest and readiness in retirement and how to plan accordingly. Here are the reasons you wonder about getting a new advisor: I love what I do. (1:30) I could retire, but my job is still a go…

As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might be worthwhile and why some of these reasons don’t have to be dealb…

In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and what to do if this doesn’t describe your relationship with an advisor). Reasons to …

What are your three biggest assets when it comes to saving for your retirement and your future? For most people, this is your 401(k), your house, and Social Security. We talk today about how to best leverage these assets and manage them properly. It can make all the difference in retirement. Timestamps: What kind of strategy went into picking the f…

When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to know if the advice and information is a helpful resource to follow. Timestamps: Don’t make knee-jerk reactions to short-term …

When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them. Timestamps: 0:51 - Don’t make any sudden decisions. 5:02 - Don’t jump into investments you don’t understand. 8:07 - Work with a professional. 9:36 - The plan is more than the inves…

On Today's Episode: What can we learn from Aesop’s fables when it comes to gaining financial wisdom? Sean shares how each of these fables relate to our own financial decisions. Timestamps: 0:28 - Time for back to school! 1:52 - What can we learn from the miser and his gold? 6:38 - The tortoise and the hare shows us that slow and steady wins the rac…

When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions. Key topics on this episode: 0:39 - Ready to play Jeopardy? 1:55 - High fees and broken promises with market risk. 3:25 - What requires a financial profess…

What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period. Key topics on this show: 1:10 – What do you want out of retirement? 2:54 – Knowing your numbers 4:34 – Get a strong understanding of your needs 5:48 –…