Episode #6: Annuities – The Good, The Bad & The Fine Print

It's almost like a bad word. Be careful if you utter the word "annuity" to some financial advisors. Some love them. Some loathe them. What should you think about them? Scott will break down for you the good, the bad & the fine print of the different types of annuities on this week's show.

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It’s almost like a bad word. Be careful if you utter the word “annuity” to some financial advisors. Some love them. Some loathe them. What should you think about them? Scott will break down for you the good, the bad & the fine print of the different types of annuities on this week’s show.

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Scott Dougan, RFC, Investment Advisor – Contact

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Financial Checklists and Important Birthdays

A new year means many of us are looking for ways to improve our financial lives in 2023. Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.

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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