Podcast
The Retirement Elevated Podcast with Sean P. Lee
Sean P. Lee
Managing Partner
Salt Lake City
📞 Get your customized planning started by booking a 15-minute consultation:
https://calendly.com/erg-slc/15minutediscoverycall
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http://rounding-third.elevatemyretirement.com/
There’s some big retirement news out of Washington worth understanding. President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don’t offer a plan. Today we’re breaking down what was signed, what it means in practice, and what questions it raises for your own retirement picture.
Here’s what we discuss in this episode:
💰 Why 50 million workers lack retirement plan access
🏛️ What the proposed “Trump IRA” actually is
📈 How the saver’s match could add $1,000 to retirement savings
🧩 Why retirement planning is shifting toward self-funding
🚀 How younger savers may benefit the most from these changes
Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall
Get your free copy of “Rounding Third:” http://rounding-third.elevatemyretirement.com/
Contact us:
(801) 639-0095

