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.
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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.
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How Long Should You Save Important Documents?
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.
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Long Term Care Solutions
Today, we’re talking nuts and bolts of financial planning and long-term care solutions. Not many people like to discuss this topic, but it’s important to be prepared.
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What Are You Going To Retire To?
What are you going to retire to? This topic has come up a lot lately, so we wanted to address it in today’s podcast.
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You’re Always Closer To Running Out Of Vitamin C Than You Think
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.
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Secure Act 1.0 Clarification and Secure Act 2.0
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.
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Critical Facts: SECURE Act’s RMD Rule Not What You Thought
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.
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Don’t Make These Assumptions About Retirement
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.
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Beware of the Three P’s: Panic, Politics and Performance Chasing
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.
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Questions Not Usually Addressed in Financial Plans
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.
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Estate Planning 101: Stealth Taxes
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.
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Estate Planning 101: Wills and Trusts
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?
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Estate Planning 101: Powers of Attorney
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?
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How to Have a Healthy Retirement Plan
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.
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Cultivating a Life of Gratitude
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.
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It Isn’t the Known Unknowns That Get You
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.
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Love or Hate the Election, Leave Emotion Behind
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 plan-ning in election season.
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How Will the Election Affect Investments?
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.
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