Your Retirement Elevated Podcast with Scott Dougan

    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

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 know...

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

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:...

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 RM...

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 – Withd...

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 13:3...

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 – Perf...

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 – La...

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-a...

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 w...

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...

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...

The holidays are a natural time to show gratitude, but intentional gratitude all year long is just as important. On today’s episode, we’re talking all about gratefulness.   Read more and get additional financial resources here: https://wp.me/paeENs-ar     What we discuss on this show:  1:35 – Gratefulness 4:50 – Intentional gratitude 8:20 – Expressing gratitude 13:27 – Acts of kindness 19:06 – Ref...

We all deal with unknowns in our lives, but beware of the unknown unknowns. Those will get you, according to former Secretary of Defense Donald Rumsfeld.   Read more and get additional financial resources here: https://bit.ly/34sgcSF   What we discuss on this show:  2:16 – Known unknowns 4:37 – Unknown unknowns 9:09 – The election and pandemic 12:49 – Stay the course 15:55 – Being emotional about...

No matter how you feel about the 2020 election, it’s best to leave emotion behind when dealing with your financial future. Scott Dougan explains how he handles retirement planning in election season.    Read more and get additional financial resources here: https://wp.me/paeENs-ac     What we discuss on this show:  0:51 – Dealing with uncertainty 3:48 – Too much emphasis on one person 5:58 – Clien...

The election is upon us, and that brings up a lot of financial questions. We want to dedicate today’s show to answering some of those common queries.   Read more and get additional resources here: https://wp.me/paeENs-a5     What we discuss on this show:  1:18 – Confirmation bias 5:42 – What does the election really mean for investments? 6:34 – Are there Election Day implications for your investme...

On this episode of Your Retirement Elevated podcast with Scott Dougan, we explain why tax planning is so important, how the election could affect taxes and much more. Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.      Read more and get additional financial resources here: https://wp.me/paeENs-9U     What we discus...

Should I invest in gold? How will the election affect my financial strategy? Will a divorce tank my retirement? Scott answers these questions and more in today’s podcast.    Read more and get additional financial resources here: https://wp.me/paeENs-9M     What we discuss on the show:  1:38 – Will I spend more money in the first few years of retirement? 4:17 – Should I buy gold coins, gold bars, o...

This year has been full of economic struggles and unknowns, but you shouldn’t have to face them alone. Find out how a financial advisor can help you navigate the uncertainty.   Read more and get additional financial resources here: https://wp.me/paeENs-9G     What we discuss on this show:  2:02 – The role of an advisor 7:55 – Hoping for best, planning for worst 9:40 – The battle between our ears 1...

When planning for a successful retirement, you need think about your wealth as well as your health. On today’s podcast, Coach Rut shares advice for having a healthy retirement   Read more and get additional financial resources here: https://wp.me/paeENs-9y     About our guest:  https://www.coachrut.com/     Connect with Coach Rut on social media. Twitter - https://twitter.com/coachrut   Facebook -...

Do you know where your tax liabilities fall? You may not realize it, but your tax situation likely falls into one of four buckets, and you may have a little bit in each bucket. On this episode of Your Retirement Elevated Podcast, Scott Dougan explains what the four buckets are and why it’s important to know this information.     Read more and get additional financial resources here: https://wp.me/...

In light of COVID-19 and how it’s affecting the economy, there’s an added incentive to move money into a Roth. Scott Dougan explains the process and the benefits.    Read more and get additional financial resources here: https://wp.me/paeENs-9k     What we discuss on this episode:  1:19 – How COVID affects retirement 3:01 – Big takeaway for future-proofing retirement 4:57 – No doom and gloom 6:57...

Have you been laid off close to retirement, or are you worried that might happen? Scott Dougan shares 10 steps to help you decide your next move.   Read more and get additional financial resources here: https://wp.me/paeENs-9d     On today's show:  3:45 – Keep calm and take it one step at a time 4:36 – Determine your living expenses 6:42 - Create an inventory of your resources 8:28 – Add in severa...

Scott Dougan got a wake-up call when he found out his business advisor was taking on more clients. Would the advisor be too busy to talk with him now? How would it affect their relationship? The experience made Scott think about his own clients and how his business expansion makes them feel. Find out what he learned and how he applies that to his business relationships now.   Read more & get addit...