HeyJaredRetirement Elevated Podcast with Sean Lee
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 3, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Money Questions That Aren't Really About Money (opens the original)
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📞 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/ Talking about money can be hard, and sometimes it just takes the right question to get things moving. Sean walks through five conversation starters designed to uncover the worries, goals, passions, and priorities that often sit underneath the financial numbers. None of these question
What Happens When Retirement Comes Before You're Ready? (opens the original)
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📞 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 have a retirement date in mind, but life doesn’t always cooperate. A job loss, health issue, or other unexpected change can suddenly move retirement up by several years. Sean explains why it’s important to know how your plan would hold up if that happened and how stress-t
Retired, But Still Clocking In — Why? (opens the original)
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📞 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/ More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Sean digs into the real reasons retirees keep showing up to work. Working longer isn't automatically the wrong call. Sometimes it's exactly right. The real question is wheth
Reacting to the Most Watched Retirement Video of the Year (opens the original)
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📞 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/ Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a conversation, not to tear it apart, but to react honestly. Does Sean agree? 3.7 million people watched this video for a reaso
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