2019 End Of Year Tax Planning Checklist

Just like we did a year ago, Scott will give us a blow-by-blow account of the things we should be looking to do at the end of the year from a tax perspective.

The Bird’s Eye View:

Just like we did a year ago, Scott will give us a blow-by-blow account of the things we should be looking to do at the end of the year from a tax perspective.

2019 Tax Planning Checklist

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Scott Dougan, RFC, Investment Advisor – Contact

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A Comprehensive Dismantling Of 2023’s Top Social Security Myths

In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about. No matter what questions you have about Social Security, we are here to help guide you through this important step in your financial future. Today’s show should give you a pretty good overview.

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June 1, 2023

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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(913) 393-4724

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