Episode #3: CAN Risk

Risk tolerance can be divided into three main concepts: Capacity, Attitude, and Need. In this episode, Scott discusses his unique process of determining your level of investment risk, which was recently featured in an article in Kiplinger Magazine.

The Bird’s Eye View:

You can check out the original article here: C.A.N. You Handle It? Dialing In Your Investment Risk.

[podbean resource=”episode=8euc5-989b60″ type=”audio-rectangle” height=”100″ skin=”1″ btn-skin=”107″ share=”1″ fonts=”Helvetica” auto=”0″ download=”0″ rtl=”0″]

Your Guide:

Scott Dougan, RFC, Investment Advisor – Contact

DISCOVER MORE...

Building An Estate Plan With No Regrets

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.

LISTEN NOW »

September 21, 2023

Retirement: Ready Or Not, Here It Comes

Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

LISTEN NOW »

September 7, 2023

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.

GET IN CONTACT...

HAVE YOUR QUESTION FEATURED ON THE SHOW

Episode #3: CAN Risk

The Bird’s Eye View:

Your Guide:

Related