ListenToScott

Don’t Let the IRS End Up With Your Retirement Money

Today we’re going to turn our attention to tax planning and how to keep most of your money from going to the IRS in-stead of the things you want to spend it on in retirement.

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Mastering The 5 Key Areas of Your Financial Life

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?

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Am I At Risk of Having My Identity Stolen or Being A Victim of Fraud?

Today we’re going to cut through some of the fear by identifying the most common financial scams so you know what to be on the lookout for.

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7 Habits for Living an Exceptional Retirement

Today we’re going to share seven habits that studies show can improve your satisfaction in retirement.

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The 3 Stages of Retirement

In this episode, we’ll take you through the the essential stages of retirement planning: the go-go, slow-go, and no-go years.

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Celebrating the Launch of our Brand New Book

In anticipation of the launch of Exceptional Retirement: Tools and Strategies for Retiring On Your Own Terms, we wanted to share some background on the book, the chapters that we think you’ll like most, and the personal stories that influenced our approach.

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Retirement Questions That Every Generation Should Be Asking

In today’s episode, we’ll share insights into the unique concerns that echo across different age groups. These are the retirement questions that every generation is asking.

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Embracing the Unexpected: 9 Retirement Surprises Unveiled

Are you prepared for the unexpected turns your retirement might take? In this episode of Your Retirement Elevated Podcast with Scott Dougan, we explore the surprising findings from a study by the Transamerica Center for Retirement Studies. The study reveals a stark contrast between pre-retiree expectations and re-tiree realities, and we’re here to explore the nine most common retirement surprises that await.

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Conquer FOBO: Making Decisions with Confidence

Join us as we uncover strategies to overcome FOBO, make smarter investment choices, and navigate the complexities of retirement planning with ease.

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The Shift from Saving to Spending Money

In this episode, we’ll explore the delicate balance between money, happiness, and the art of spending wisely in your golden years.

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Practical Strategies for Protecting Retirees Against Scams & Fraud

On today’s episode, we’re going talk about scams and how they are more prevalent than you might think. In fact, just in 2022, there were more than 88,000 complaints of fraud that resulted in more than $3 billion in losses from people age 60+.

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With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

Is ‘Lazy Money’ still a concern in 2024’s higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.

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Peak 65: Preparing for the Largest Retirement Surge Ever

Well, our current retirement system is obsolete. It’s time for a new retirement security framework. These were the words of Jason Fitchner, an executive director at the ALI Retirement Income Institute, and it highlights a great conversation that we’re going to dive into today.

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Biggest Changes for Retirement in 2024

With inflation adjustments and the phased implementation of the SECURE Act 2.0, there are some important retirement planning changes to pay attention to this year.

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Focus on Systems Instead of Resolutions in 2024

Today we’re tossing the old hat of resolutions out the window, opting for something with a little more staying power: systems. Say goodbye to the fleeting motivation of New Year’s resolutions and embrace the profound impact of incremental habits for long-term success in health, wealth, and personal growth.

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The 5 Types of Wealth & Why People Chase Only One at the Cost of Others

What would you pay to have the freedom to do what you want, when you want, how you want? On today’s episode, we’re going to talk about the five types of wealth and why people chase only one at the cost of the others.

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The Ultimate Retirement Planning Mixtape

Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We’ve put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey.

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How To Successfully Climb The Retirement Mountain

Ready for an adventure? Think of retirement planning as climbing a mountain. It’s not just about the climb up; it’s about preparing wisely, tackling the ups and downs, and even planning your way back down.

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Latest Updates to Medicare with Cortney Dale

We’re bringing you a special edition of the podcast today as we welcome Cortney Dale, CEO of Sunflower Insurance Solutions, to lead us through the latest updates on Medicare! She’ll discuss what’s crucial for you to know as we approach 2024 and answer common questions that will help you make informed decisions about your Medicare elections in the months and years ahead. Listen in as she breaks down its four parts (A,B,C,D) and how they work together, coverage, enrollment periods, and more!

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Money Mistakes You’ll Regret and How to Avoid Them

Do you ever wish you could foresee financial missteps before they happen? On today’s episode, we’re going to explore some real-life stories of regret and arm you with the do’s and don’ts to ensure that your money is working for you and not against you.

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