Salt Lake City Resource Library

Articles

What an Estate Sale Says About Us

Estate sales aren’t everyone’s idea of a good time, but they offer a surprising lens on our lives, priorities, and…

Pain and Retirement Planning

Should Investing Hurt? Ask the “Queen of Pain” Amelia Boone earned global recognition as a premier competitor in obstacle racing.…

Back to the Basics: Converting Retirement Savings into Reliable Retirement Income

Retirement planning isn’t about betting on a single investment or hoping a market rally will carry you through. It’s about…

Briefcase Study: Puzzle Pieces

“Barb hates this stuff.” Roger has been the “long-term investments manager” in their marriage for many years, decades in fact.…

Newsletters

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2026 Summer Newsletter: Salt Lake City

Oh boy! It’s a hot one out there this summer. I hope you’re staying cool while enjoying your summer plans.…

2026 Spring Newsletter: Salt Lake City

The first few months of 2026 were busy for me and my family. January brought the official start of the…

2026 Winter Newsletter: Salt Lake City

Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect…

2025 Fall Newsletter: Salt Lake City

How are we already in the last few months of 2025? Boy this year has flown by! Our family has…

Podcast

Sean P. Lee
Managing Partner
Salt Lake City

Listen Now

Retirement Elevated Podcast with Sean Lee

📞 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 whether it’s a choice or a fallback. That’s worth figuring out before you assume the answer.

Here’s what we discuss in this episode:

🤝 Social Connections: Work can provide relationships, routine, and community

🏠 Home Life: Retirement can significantly change the rhythm of a marriage and household

💵 Financial Stress: Uncertainty about money can keep people working longer than necessary

🔦 Plan for Clarity: Understanding the numbers can make retirement feel much less intimidating

🕒 Part-Time Work: Semi-retirement can provide income, structure, and social connection

✅ Work Optional: The goal is having the freedom to decide whether you continue working

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

slee@erg-slc.com