ListenToScott

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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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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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.

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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.

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