📞 Get your customized planning started by booking a 15-minute consultation:

https://calendly.com/erg-slc/15minutediscoverycall

Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them involve yachts or private jets. In this episode, Sean analyzes the habits that signal real, lasting wealth and what to do if you are (or aren’t) on the right track.

Here’s what we discuss in this episode:

📉 Living below your means = financial confidence

🎯 Strategic investing turns small steps into big wins

🌟 Multiple income streams build confidence

🕰️ Patience and discipline grow lasting wealth.

7 Signs You’re Secretly Getting Rich (and Don’t Even Know It)

https://www.kiplinger.com/personal-finance/signs-youre-secretly-getting-rich-and-dont-even-know-it

📘 Grab Your FREE Copy of "Rounding Third"

http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com

📞 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/

Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what this new bill didn’t actually do. In this episode, Sean breaks down the One Big Beautiful Bill and clears up some of the biggest myths still circulating. Confused by headlines or worried you missed out? This episode breaks down what’s real, what’s rumor, and how to plan smarter moving forward.

Here’s what we discuss in this episode:

🧾 Are Social Security taxes going away?

💵 Tax cuts aren’t for everyone

❤️ What’s changed with charitable giving

🚗 The truth about car loan deductions

Contact us:

(801) 639-0095

slee@erg-slc.com

📞 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/

Generation X, welcome to your retirement wake-up call. In this nostalgic but practical episode, we’re going to take Gen Xers down memory lane and straight into the financial realities of retirement planning. From latchkey kids to financial independence, Gen X has always been resilient. But with more debt, less time, and fewer pensions than previous generations, it’s time to get serious about the future.

Here’s what we discuss in this episode:

🎸 Gen Xers are nostalgic, independent, and entering retirement planning mode.

💸 Many carry high debt and feel financially unprepared—but it’s not too late.

🧠 Gen X bridges analog grit with digital savviness—a strength in planning.

🏠 Downsizing, side hustles, and late-stage saving can help close retirement gaps.

📈 It’s time to turn independence into a retirement game plan with real strategy.

Contact us:

(801) 639-0095

slee@erg-slc.com