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Retirement Elevated Podcast with Sean LeeAuthor: Sean Lee
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)
Episode 152
Thursday, 4 December, 2025
📞 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 never realize their 401(k) might include a powerful option called a Self-Directed Brokerage Account (SDBA), and even fewer understand how it works. Sean breaks down what an SDBA actually is, who qualifies, and why it can open the door to more personalized investment choices inside a traditional retirement plan. If you’ve ever felt boxed in by limited 401(k) options, this episode shows you what’s possible and what to watch out for. Here’s what we discuss in this episode: 📘 SDBA Basics: what a self-directed brokerage account actually does 💼 More Investment Freedom: how SDBAs expand your 401(k) choices 🧠 Emotional Control: why discipline matters more when you have more options 📈 Market Reality Check: understanding history, volatility, and risk tolerance ✔️ Who Can Use It: how to know whether your employer plan allows SDBAs 0:00 – Understanding Self-Directed Brokerage Accounts (SDBA) 3:58 – The BuyLine Strategy & Emotional Investing 6:36 – What Does the BuyLine Matter? 7:19 – Timing, Tariffs, and Historical Market Performance 9:23 – Risk Tolerance & Diversification 10:20 – Qualifications and Availability of SDBA Contact us: (801) 639-0095 slee@erg-slc.com
