Your Retirement Elevated Podcast

Your Retirement Elevated Podcast

Financial and retirement planning guidance from Kansas City's Scott Dougan of Elevated Retirement Group.

Episodes

October 21, 2021 23 min

Overconfidence in your financial life can sometimes lead to destruction. Find out if any of these examples apply to you and why you can’t put too much confidence in any of these planning areas.

 

Read more and get additional financial resources here: https://listentoscott.com/podcasts/how-overconfidence-can-lead-to-financial-destruction/ 

 

What we discuss in this episode: 

6:00 – Stock markets

9:05 – Managing your own portf...

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Today we’re sharing some wisdom from motivational speaker and coach Tony Robbins about the importance of feeding your mind. Find out five ways you can live your best post-pandemic life.

 

Read more and get additional financial resources here: https://wp.me/paeENs-cM

 

Watch Tony Robbin's video: https://www.youtube.com/watch?v=Aupn1QUSxdw&t=25s

 

Chili Recipe: https://www.meatchurch.com/blogs/recipes/texas-chil...

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September 16, 2021 14 min

Believe it or not, Mick Jagger has dispensed a lot of retirement planning wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson.

 

Read more and get additional financial resources here: https://wp.me/paeENs-cA 

 

What we discuss on this episode: 

2:52 – The past

4:28 – Losing dreams

8:22 – Letting your...

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There’s an old quote that says, “Age is the price of wisdom.” Today, we’re talking about how that applies to the financial world. Ask yourself, have you changed your opinion on money and saving for retirement as you’ve gotten older?

 

Read more and get additional financial resources here: https://wp.me/paeENs-cw 

 

What we discuss on this episode: 

3:30 – Changing perspectives

6:15 – Regrets

8:52 – Worry

11:50 – Legacy

15:...

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On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing the four most common financial questions we get and how we answer them.

 

Read more and get additional financial resources here: https://wp.me/paeENs-cp 

 

What we discuss on this episode: 

3:45 – When can I retire?

5:55 – Do I have enough?

7:41 – Will my money last as long as I do?

8:34 – Will I be OK?

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On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about blind spots in your retirement. Most retirees and pre-retirees have them in their retirement plan – things they never knew they needed to be thinking about.

 

We’ll explain how each of these blind spots can cause problems.

 

Read more and get additional financial resources here: https://wp.me/paeENs-cl 

 

What we discuss on this episode...

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Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why.

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Read more and get additional financial resources here: https://wp.me/paeENs-ca?

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What we discuss on this episode:?

7:15 – Taxes

8:54 – Health care

9:54 – Legal

11:13 – Assets and debts

12:55 – Other documents

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July 1, 2021 21 min

 

 

Read more and get additional financial resources here: https://wp.me/paeENs-c2 

 

What we discuss on this episode: 

3:55 – What is long-term care?

8:20 – Self-insure?

10:43 – Traditional insurance and hybrids

16:13 – Life insurance retirement plan

19:23 – Recap

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June 17, 2021 26 min

Is knowledge power? On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re exploring the topic of knowledge and what you do with it.

 

Read more and get additional financial resources here: https://wp.me/paeENs-bX 

 

What we discuss on this episode: 

2:05 – Knowledge is not power

6:40 – Knowing where to tap

12:12 – Critical lessons

14:05 – Executing a plan

15:30 – Prior knowledge not always an advanta...

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June 3, 2021 16 min

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about a question that has come up a lot lately: What are you going to retire to?

 

Read more and get additional financial resources here: https://wp.me/paeENs-bP 

 

What we discuss on this episode: 

1:36 – What you are going to retire to?

6:17 – Struggling with retirement

10:06 – Silver linings

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On this episode of Your Retirement Elevated podcast with Scott Dougan, we’ll explain the correlation between vitamin C and how it impacts your financial health. 

 

Read more and get additional financial resources here: https://wp.me/paeENs-bF 

 

What we discuss on this episode: 

3:05 – Email from a client

5:31 – Always something to worry about

9:45 – No doom and gloom

12:45 – Guard your minds

14:28 – Emotions

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SECURE Act 2.0, son of the SECURE Act, has come out and we'll explain what has changed, what you might like and what you might not.

 

Read more and get additional financial resources here: https://wp.me/paeENs-bA  

 

What we discuss on this episode: 

2:06 – SECURE Act 2.0

5:16 – Rothification of retirement

7:05 – Please some, frustrate others

10:22 – Collecting tax on the seed

12:22 – Increase RMD age

15:54 – Don’t ge...

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On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about some recent developments to the SECURE Act and what it might mean for you. Find out what we think about the news and how it could impact planning.

 

Read more and get additional financial resources here: https://wp.me/paeENs-bs 

 

What we discuss on this episode: 

2:42 – What is the SECURE Act?

6:34 – Withdrawing funds from retirement a...

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There are some things you should never assume in the financial world, especially as you’re preparing for retirement. Find out if you’re getting any of these things wrong.

 

Read more and get additional financial resources here: https://wp.me/paeENs-bh 

 

What we discuss on this episode: 

7:41 – Spending less in retirement

9:26 – Lower taxes in retirement

11:12 – Helping children with college

13:34 – I’ll never retire

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Today we’re talking about classic mistakes people make that can have long-term impacts on their retirement plan. Find out how to avoid the three P’s – panic, politics and performance chasing.

 

Read more and get additional financial resources here: https://wp.me/paeENs-bb 

 

What we discuss on this episode: 

1:39 – Emotional decisions

4:05 – Market drops

8:32 – Panic

12:35 – Politics

19:33 – Performance chasing

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We often hear about frequently asked questions, but what are some questions that are not usually addressed in financial plans? We’ll explain what they are and why you need to know the answers.

 

Read more and get additional financial resources here: https://wp.me/paeENs-b0 

 

What we discuss on this episode: 

1:22 – Money falling through the cracks

2:56 – Tax returns

3:44 – Estate plans

6:00 – Lack of communication

10:36 –...

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February 25, 2021 21 min

In part three of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about stealth taxes. They are sneaky taxes that we often don’t think about or know about but can really add up.

 

Read more and get additional resources here: https://wp.me/paeENs-aT 

 

Part 1 on Powers of Attorney: https://wp.me/paeENs-aB 

Part 2 on Wills and Trusts: https://wp.me/paeENs-aH 

 

What we discuss on this e...

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February 18, 2021 23 min

In part two of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about the difference between wills and trusts. Which one should you have, and what are the pros and cons?

 

Read more and get additional planning resources: https://wp.me/paeENs-aH 

 

Check out part 1: https://wp.me/paeENs-aB 

 

What we discuss on this show: 

2:40 – What if you don’t have a will or trust?

5:34 – What is ...

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February 11, 2021 19 min

In part one of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about powers of attorney. Do you need a power of attorney, how are they used and what are some common misconceptions?

 

Read more and get additional planning resources here: https://wp.me/paeENs-aB 

 

What we discuss on this episode: 

1:33 – What is estate planning?

2:35 – Two types of powers of attorney

4:09 – If you don...

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January 21, 2021 19 min

What is the health of your wealth? In other words, how healthy is your retirement plan? Today, we’re sharing what questions you should consider as you save for retirement.  

 

Read more and get additional financial resources here: https://wp.me/paeENs-av 

 

What we discuss on this episode: 

2:52 – A new administration

5:20 – You may need to work longer

6:52 – Spend less, save more

8:09 – Are you going to work longer or adju...

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