What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases? Listen in as Scott walks us through the 5 key areas of a complete financial plan in today’s episode- income planning, investment planning, tax planning, healthcare planning, and legacy/estate planning.
Here’s what we cover in this episode:
0:00 – Intro
0:33 – Overview of the 5 key areas
6:20 – Income planning
9:00 – Investment planning
11:52 – Tax planning
16:48 – Healthcare planning
19:15 – Legacy and Estate planning
The 3 Stages of Retirement Episode
https://listentoscott.com/video-podcasts/the-3-stages-of-retirement/
The 5 Key Areas of a Complete Financial Plan PDF
https://drive.google.com/file/d/1D6L8ZwZL0vyy5m3LbsCrXHC6_2QadcQt/view?usp=sharing
Want to connect with us?
https://listentoscott.com/
https://elevatemyretirement.com/our-team/scott-m-dougan/
913-393-4724
Watch the show on YouTube: https://bit.ly/3RiT7Ky
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Are You A Charlotte?
In 1997, actress Kristin Davis’ life was forever changed when she took on the role of Charlotte York in Sex and the City. As we watched Carrie, Samantha, Miranda and Charlotte navigate relationships in NYC, the show helped push once unacceptable conversation topics out of the shadows and altered the narrative around women and sex. We all saw ourselves in them as they searched for fulfillment in life, sex and friendships. Now, Kristin Davis wants to connect with you, the fans, and share untold stories and all the behind the scenes. Together, with Kristin and special guests, what will begin with Sex and the City will evolve into talks about themes that are still so relevant today. "Are you a Charlotte?" is much more than just rewatching this beloved show, it brings the past and the present together as we talk with heart, humor and of course some optimism.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.