ListenToScott

End-of-Year Tax Planning Guide

Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.

Read More

Mailbag: Answering Your Questions About Gold, Divorce, and the Election

Should I invest in gold? How will the election affect my financial strategy? Will a divorce tank my retirement? Scott answers these questions and more in today’s podcast.

Read More

In Uncertain Times, Here’s How Your Financial Advisor Can Help

This year has been full of economic struggles and unknowns, but you shouldn’t have to face them alone. Find out how a financial advisor can help you navigate the uncertainty.

Read More

Coach Rut’s Advice for a Healthy Retirement

When planning for a successful retirement, you need think about your wealth as well as your health. On today’s podcast, Coach Rut shares advice for having a healthy retirement.

Read More

Do You Know the Four Tax Liability Buckets?

Do you know what the four tax liability buckets are and what you have in each bucket? Scott Dougan explains why it’s important to know this information.

Read More

How to Future-Proof Your Retirement

In light of COVID-19 and how it’s affecting the economy, there’s an added incentive to move money into a Roth. Scott Dougan explains the process and the benefits. 

Read More

10-Step Layoff Survival Guide

Have you been laid off close to retirement, or are you worried that might happen? Scott Dougan shares 10 steps to help you decide your next move.

Read More

As Business Expands, Show Clients They Still Matter

Scott Dougan got a wake-up call when he found out his business advisor was taking on more clients. Would the advisor be too busy to talk with him now? How would it affect their relationship? The experience made Scott think about his own clients and how his busi-ness expansion makes them feel. Find out what he learned and how he applies that to his business relationships now.

Read More

Will the Pandemic Rob Your Retirement? 4 Things to Check Now

The fear for many right now is that once the pandemic finally passes, the financial impact will knock them off track for the future. If you’re worried that the coronavirus could rob you of your retirement, there are four areas of your finances that you can check right now. Find out what they are and why they’re good indicators of where you’re headed.

Read More

New Rollover Rules for 2020 RMDs

With so much news to process these last few months, financial updates might not be at the top of your list. But part of the recent relief efforts included new rollover rolls that impact people that need to take RMDs. Find out what it all means and whether this impacts you.

Read More

5 Life Events That Spark Major Financial Changes

Building a financial plan is as much about protecting your portfolio as it is building it, and that’s why it’s important to prepare for the unexpected. These five life events would likely fall into that category so what should you financially if any of these things impact you? We’ll talk about each one and discuss what adjustments might be made.

Read More

Best Intentions But Bad Financial Advice

Maybe even more so now than ever, we are looking for more and more financial guidance. A lot of times we turn to lots of different sources to find that information. And while these sources might have the best intentions, that doesn’t mean that the advice is always going to fit you. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

Read More

Tax Planning Opportunities with Special Guest David McKnight

Since we aren’t able to bring David McKnight to Kansas City for an in-person appearance, we decided to do the next best thing and bring him on the podcast. Join us as the author and tax planning expert gives us his perspective of what we’re experiencing with a turbulent economy and what opportunities investors have to move closer to a zero percent tax bracket.

Read More

5 Ways The CARES Act Impacts Retirement Planning

The CARES Act is a recent bill that passed and became law in order to provide some relief during this economic slowdown. There are some provisions in this bill that retirees and pre-retirees should take a closer look at because they may change your retirement plan. Scott will list the 5 key points in this new piece of legislation and will discuss the possible impacts of each point.

Read More

Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners

The $2 trillion coronavirus (COVID-19) economic stimulus bill was signed into law on March 27, 2020 aimed to provide relief and opportunities for individuals and businesses impacted negatively by the current pandemic. On this episode, we’ll cover some of the key provisions in the bill with Scott Dougan and special guest Mark O’ffill of Prairie Fire Resources LLC.

Read More

Inhale… Exhale… Pumping The Brakes On The Economy

Take a deep breath. Yes, the Coronavirus is scary and we know it’s causing a lot of you to worry. But on today’s show we try to put the crisis in historical perspective, share stories with about how other people like you are responding to situation, and look ahead to the future with a sense of hope, not doom. Give a listen as Scott analyzes the purposeful pumping of the brakes on the economy and where we go from here.

Read More

What Documents Do I Need To Keep On File?

Do you have a good sense of what documents you should keep on file throughout your life? We’ll give you an overview on this episode of some of the important items you should tuck away. And be sure to check out the full list on our downloadable guide.

Read More

What The Chiefs’ Super Bowl Victory & The Coronavirus Pandemic Teach Us About Investing

The Chiefs are Super Bowl Champions! We celebrate that fact on this episode and also discuss one of the biggest news stories of late, the coronavirus pandemic. Although these events are extreme ends of the spectrum, we can learn some important financial lessons from both.

Read More

The Power Of Zero – Lessons From Our Event With David McKnight

The Bird’s Eye View: Respected financial author David McKnight joined Scott Dougan and the Elevated Retirement Group team for a recent event to learn about tax strategies that can lead you to the zero percent tax bracket in retirement. Scott recaps the event and details some of the strategies David talks about in his book,…

Read More

The SECURE Act Passed – How It Serves As A Tax Increase For Successful Savers

After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you…

Read More