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Your Retirement Elevated Podcast

Markets and Investing

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

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

Location:

United States

Description:

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

Language:

English

Contact:

9193781410


Episodes

How Overconfidence Can Lead to Financial Destruction

10/21/2021
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 portfolio 13:24 – A million dollars 14:31 – Rules of thumb 16:23 –...

Duration:00:23:46

Tony Robbins and the Importance of Feeding Your Mind

10/15/2021
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-chili What we discuss on this episode: 7:03 – Feed your mind 14:38 – Why am I...

Duration:00:33:52

Retirement Wisdom From Mick Jagger

9/16/2021
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 yourself go 10:27 – Satisfaction

Duration:00:14:56

How Age & Wisdom Play Into Financial Planning

9/2/2021
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 15:11 – Risk

Duration:00:18:46

4 Financial Questions We Get Asked All the Time

8/19/2021
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?

Duration:00:13:25

Watch Out for These 4 Retirement Blind Spots

8/5/2021
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: 4:15 – Market downturn 6:43 – Inflation 8:40 – Medical...

Duration:00:16:36

How Long Should You Save Important Documents?

7/15/2021
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. Read more and get additional financial resources here: https://wp.me/paeENs-ca 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

Duration:00:16:48

Long Term Care Solutions

7/1/2021
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

Duration:00:21:51

Knowledge is Not Power

6/17/2021
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 advantage 20:26 – Feeling comfortable and confident

Duration:00:26:27

What Are You Going To Retire To?

6/3/2021
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

Duration:00:16:43

You're Always Closer To Running Out Of Vitamin C Than You Think

5/27/2021
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

Duration:00:16:11

Secure Act 1.0 Clarification and Secure Act 2.0

5/20/2021
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 get too wrapped up

Duration:00:19:12

Critical Facts: SECURE Act's RMD Rule Not What You Thought

4/22/2021
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 accounts 11:20 – Not the first big change 13:36 – Repercussions

Duration:00:18:01

Don't Make These Assumptions About Retirement

4/8/2021
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

Duration:00:17:41

Beware of the Three P’s: Panic, Politics and Performance Chasing

3/25/2021
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

Duration:00:24:15

Questions Not Usually Addressed in Financial Plans

3/4/2021
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 – Making factual, logical decisions 14:00 – Questions you need to...

Duration:00:25:18

Estate Planning 101: Stealth Taxes

2/25/2021
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 episode: 2:19 – What are stealth taxes? 4:00 – Death taxes 7:57 –...

Duration:00:21:23

Estate Planning 101: Wills and Trusts

2/18/2021
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 a will? 7:43 – What is a trust? 9:40 – Other reasons to use a...

Duration:00:23:37

Estate Planning 101: Powers of Attorney

2/11/2021
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’t have power of attorney 6:13 – What if you do have power of...

Duration:00:19:33

How to Have a Healthy Retirement Plan

1/21/2021
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 adjust your lifestyle? 8:55 – Invest with a long-term approach 11:35...

Duration:00:19:18