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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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Money Questions That Aren't Really About Money
Episode 165
Thursday, 3 September, 2026
📞 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/ Talking about money can be hard, and sometimes it just takes the right question to get things moving. Sean walks through five conversation starters designed to uncover the worries, goals, passions, and priorities that often sit underneath the financial numbers. None of these questions are really about money, and that’s kind of the point. Sometimes the best way into a financial conversation is to start somewhere else entirely. Here’s what we discuss in this episode: 🎯 Daily Purpose: Think beyond the retirement commercial 🏺 Financial Genie: Identify the worries you’d erase ❤️ Personal Passions: What would you do without money concerns? 🔎 Past Decisions: Learn from financial choices you’d change 🪣 Bucket List: Identify what matters most 📅 Prioritize Early: Move physical adventures to the front 🧭 Plan Around Life: Let money support your priorities 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
