How To Successfully Climb The Retirement Mountain

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down.


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Ready for an adventure? Think of retirement planning as climbing a mountain. It’s not just about the climb up; it’s about preparing wisely, tackling the ups and downs, and even planning your way back down.

We’re talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirement journey. Join us as we gear up with some smart strategies and insights, making sure you reach the top and enjoy the view.

Here’s some of what we’ll discuss in this episode:

  • How to prepare for the climb with careful planning.
  • The climb represents the accumulation phase where you’re actively saving and investing.
  • The goals and milestones that you strive for before reaching the peak.
  • Preparing for the volatility that comes with the climb.
  • The descent or distribution phase requires just as much caution.

 

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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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info@erg-kc.com

(913) 393-4724