ListenToScott

Why is the Market Going Down?

The stock market has been on the decline. But is this normal, or is this time different? How should we handle the drop? We’ll share what advice we give clients and how you can handle the ups and downs with confidence.

Read More

Murky Issues That Make Retirement Planning Harder

Your Guide: On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing three potentially murky issues that can make retirement planning more difficult. Our discussion is based on a recent USA Today article. Takeaway #1: Murky – Americans are confused about how much income growth is needed to offset inflation A study showed just…

Read More

Home Run Retirement: How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

Read More

Worried About Bad News? Remember, This Too Shall Pass

We’ve had no shortage of bad news in the news lately, but don’t panic. Remember, this too shall pass. We’ll share how we walk with clients through troubling times and keep their finances in order.

Read More

What’s the Most Important Part of Retirement Planning?

Planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important?

Read More

Planning for Things You Can’t Predict

There are some things in life you can’t predict, but you can try to plan for them. For example, when is the next market crash going to happen? We don’t know, but here’s how you can prepare for this and other things in your financial life.

Read More

How Much is Your Money Bias Costing You?

On this episode, we’ll breakdown a CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.

Read More

The State of the Markets in 2022

Today’s show is a special edition. We recently held a webinar with other financial advisors to talk about the state of the markets in 2022. We’ll get you up to date on stock market volatility and provide some perspective on the economy.

Read More

5 Signs You’re In Good Financial Health

If retirement is on your mind, then listen up. Today’s show is a 5-part checklist that’ll help measure if you’re in good financial health and set yourself up for retirement success.

Read More

22 Money Resolutions For 2022

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

Read More

What is a Fiduciary and Why Do You Need One?

Few people can pronounce “fiduciary” correctly, let alone describe it and explain how it impacts their world. It is a really important thing to grasp and be able to explain. So today, we’ll discuss what it means to be a fiduciary and some questions you can ask your financial advisor.

Read More

What to Know About End-of-Year Taxes

As the end of the year quickly approaches, here are some last-minute tax issues you need to get in order before Jan. 1, 2022. Find out how RMDs, charitable contributions, and more could impact your taxes.

Read More

Time is Undefeated

Time is undefeated. Nobody outlasts time. One of the big questions that people have, when they seek our advice, is: Will we be OK financially and have money for the rest of our lives? We’ll let you know what steps you must do to get there.

Read More

Your Brain on News

In today’s world, the news is everywhere. How does this affect our brain and decision-making? Did you know that constantly obeying our ancient drive to focus on the negative can make us miserable?

Read More

How Overconfidence Can Lead to Financial Destruction

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

Tony Robbins and the Importance of Feeding Your Mind

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

Retirement Wisdom From Mick Jagger

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

How Age & Wisdom Play Into Financial Planning

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

4 Financial Questions We Get Asked All the Time

There are four financial questions we get asked all the time. So today, we’re sharing what they are and how we answer them.

Read More

Watch Out for These 4 Retirement Blind Spots

What blind spots are in your financial plan as you prepare for retirement? We’ll explain what they are and how to spot them.

Read More