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
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.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.