Salt Lake City Resource Library
The Wealth Mirage
The Steak Dinner Decision
Briefcase Study: Breakthrough in a Box
Back to the Basics: Proof and Belief
Report: Second Quarter Economic Update
Report: First Quarter Economic Update
Half Time Report Webinar
Report: Special Tax Report
2022 Spring Newsletter: Salt Lake City
2022 Winter Newsletter: Salt Lake City
2021 Fall Newsletter: Salt Lake City
2021 Summer Newsletter: Salt Lake City
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/