The Wealth Mirage
The Steak Dinner Decision
Save the Date: Fall Festival
Report: Second Quarter Economic Update
Report: First Quarter Economic Update
Report: Proactive Year-End Tax Planning for 2020 and Beyond
Report: Making a Difference – Surprise Video Message
2022 Summer Newsletter: Kansas City
2022 Spring Newsletter: Salt Lake City
2022 Winter Newsletter: Kansas City
2022 Winter Newsletter: Salt Lake City
Our entire episode today is based on a meme that says: “You haven’t experienced true heartbreak until you’ve measured out a single serving of peanut butter.” It can be pretty depressing to see how what 200 calories of peanut butter really looks like, but we’ll tie it all into expense planning.
Key topics on this show:
1:45 – Peanut butter
5:54 – Expense planning
8:34 – Itemized expenses
9:36 – Travel and experiences
11:10 – Psychological
Read more and get additional resources here: http://listentoscott.com
Sean P. Lee
Salt Lake City
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 professional to put the client’s interests first?
5:01 – What financial phenomenon always returns?
7:39 – This forces retirees to drain their retirement accounts.
10:17 – What defined benefit retirement program is becoming scarce?
Get additional financial resources online: https://retirementelevatedpodcast.com/