Time to Take the Retirement Checklist Challenge

Today Scott will share his Checklist Challenge, a comprehensive guide to ensure you're fully prepared for retire-ment. Find out which 34 essential items made the list.
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Retirement planning can be overwhelming, but it doesn’t have to be. Working through a checklist can ease your worries and give you confidence, but what should you have on that retirement checklist?  Today Scott will share his Checklist Challenge, a comprehensive guide to ensure you’re fully prepared for retirement. Find out which 34 essential items made the list. Are you ready to take the Checklist Challenge? Download the checklist and follow along as you listen to the episode. See where you stand and identify areas for improvement. If you find gaps in your plan, don’t hesitate to reach out to a financial advisor for guidance. Here’s what we cover in this episode: 0:00 – Intro 2:10 – Common retirement fears 5:41 – Structure of financial plans 8:45 – Medical and healthcare 11:15 – How to use the checklist   Follow along with the checklist by clicking here   The Checklist Manifesto by Atul Gawande   Watch the show on YouTube: https://bit.ly/3RiT7Ky

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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