Most people walk into a financial advisor’s office asking for more income or a better plan. But what they’re really searching for is something deeper: peace of mind, clarity, and the ability to live life on their terms. In this episode, Scott challenges the conventional approach to planning and reveals the real reason people seek financial guidance in the first place.
Here’s what we cover in this episode:
🗺️ Find clarity, not just paperwork
❤️ Your why > your wallet
🏡 Plan for your real life
⚠️ That uneasy feeling? It's trying to tell you something
😌 Peace of mind > perfect numbers
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
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📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
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#retirement #retirementplanning
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