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In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. Today, let’s talk about the five people you should meet before retirement—people who can guide your next chapter and help you retire with clarity, confidence, and purpose.

In this episode, Sean breaks down a unique “retirement dream team” approach that blends practical wisdom with real-world stories.

Here’s what we discuss in this episode:

🧩 Why a financial advisor is your retirement “puzzle master”

📜 The estate planning move that prevents family fallout

🛡️ How insurance specialists protect your retirement lifestyle

🏋️‍♂️ Why fitness isn’t just about health, it’s about freedom

⚠️ The biggest mistakes people make when setting up a trust

Contact us:

(801) 639-0095

slee@erg-slc.com

Watch the show on YouTube: https://www.youtube.com/channel/UCSvc4i_5kYjIQXyr0fNTeXQ

We all want to support the people we care about, but when money enters the equation, even the best intentions can lead to tension. In this episode, Sean unpacks the emotional and financial complexities of lending to family and friends. He offers real-world guidance to help you handle these situations with clarity and care, without putting your own finances at risk.

Here’s what we discuss in this episode:

💵 The importance of setting clear terms and expectations

🧾 How contracts can protect both finances and relationships

🚫 Don’t lend what you can’t afford to lose

🧠 Consider creative, non-cash ways to help loved ones

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

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Sean’s walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.

Here’s what we discuss in this episode:

💸 Why relying only on investment interest could cut your income short

🧾 The truth about taxes in retirement

🚗 Why “every day is Saturday” might wreck your spending plan

📉 How past investment success can create a false sense of security

👪 The emotional and financial risks of assuming kids will “help out”

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